Joe Caldera

Joe Caldera


Accreditations & Licenses

  • Series 7, 66 securities registrations held through LPL Finaical
  • 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 diligent 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 gained 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 helping manage their unique financial challenge, give our current market and economic conditions.

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 family time with his wife, his new baby boy, his daughter and his son, reading, scuba diving, and gardening.

Phone (702)616-2000
Fax (702)616-2015