Caldera Wealth Management

CONNECT

Address:

5771 S. Fort Apache Rd., Ste 130
Las Vegas, NV 89148-5506

Phone:

(702) 616-2000

Fax/Other:

(702) 616-2015

Our Team

Joe Caldera, AAMS, CRPS

Accreditations & Licenses

Series 7, 31, 66 securities registrations held through LPL

Accredited Asset Management Specialist (AAMS)

Chartered Retirement Plan Specialist (CRPS)

Bachelor of Science in Business Administration, Management

Life, Fixed, and Variable Insurance

For more than 20 years, Joe and his team have been financial educators and believe their success has been built on well-informed clients making better decisions and maintaining a disciplined strategy.  He focuses on simplifying complex issues so his clients understand.

Joe provides financial, investment, retirement and estate planning strategies that work together to support his client's unique needs and objectives. Joe is a trusted financial advisor, working with his clients' CPAs, attorneys and other advisers to create a unified financial plan.  He strives to keep it simple and help families and businesses to become better stewards of their financial assets.

Joe graduated with a Bachelors of Science in Business Administration from the University of Nevada, Las Vegas, and is accredited by the College of Financial Planning in Colorado as an Accredited Asset Management Specialist (AAMS) and Chartered Retirement Plan Specialist (CRPS). 

Joe worked as a Financial Consultant at Quick & Reilly and A.G. Edwards prior to becoming an independent advisor, now working for his client.  Joe has gain the trust and confidence from his exiting clients and their referrals.
His client base stretches across United States, including Hawaii and Alaska. His passion is to help manage their unique financial challenge, give our current market and economic conditions.

Clients also have confidence in Caldera Wealth Management and in their checks and balance system. Their clients assets are custody at LPL Financial. 

Joe has earned the reputation as being a “respected advisor” by the community and his peers. Joe is an elected member of the Las Vegas Chamber of Commerce Business Council and is the Past Chairman for the Las Vegas “Customer Service Excellence Program.” He is also a financial coach for his church and a group leader for the Las Vegas Kingdom Advisors Chapter.  

He has lived in Las Vegas since 1988 and is active in the community. For relaxation, he enjoys walks with his wife and son, reading, scuba diving, and gardening.

 

Sal Diaz

Accreditations & Licenses

Series 6, 7,65, and 66 securities registrations held  through LPL

Bachelor of Science in Finance 

Life, Fixed, and Variable Insurance

With More than 13 years of experience in the financial services industry, Sal understands what it takes to help clients' manage their financial goals given their specific situation. 

A native of Las Vegas, Sal attended the University of Nevada, Las Vegas and earned his Bachelor Degree in Finance. He is also fluent in Spanish and enjoys workiwht with clients from a wide variety of backgrounds.

Sal brings a wealth of knowledge to every interactions, stemming from his training and experience in serving high net worth clients at Mutual of Omaha, Bank of America Merrill Lynch and now at Caldera Wealth.

When he's not busy helping clients purse their goals and hobbies, Sal enjoys spending time on the golf course and coaching youth sports. 

Sal is an experienced advisor who serves his client's best interest.