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. He also helps associations and payroll companies offer a group retirement plan for their members and clients. 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  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, 
Alaska, and New York. His passion is to help manage their unique financial challenges, give our current market and economic conditions.

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

Joe has earned the reputation of being a “respected advisor” by the community and his peers. Joe is an elected member of the Las Vegas Metro Chamber of Commerce Business Council and is the Past Chairman of 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. He is married with two sons and one spoiled daughter. For relaxation, he enjoys walks with his wife, reading, scuba diving, and gardening.

Chartered Retirement Plans Specialist (CRPS) conferred by College for Financial Planning.
 

Sal Diaz

Accreditations & Licenses

Series 6, 7,65, and 63 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. He is also fluent in Spanish and enjoys working with clients from a wide variety of backgrounds.

Sal brings a wealth of knowledge to every interaction, 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 pursue 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.