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About Us
Every Person Needs a Skilled Financial Advocate!

A Different Firm

A Different Firm

Our reasons for becoming financial professionals are deeply personal. We built the firm on a family-like office model, where communication, trust, respect, understanding, and excellence matter. We are confident that with our process and understanding of all aspects of wealth management, coupled with our training as financial professionals, we can help. After two decades in the business, we have developed a reputation for educating individuals in an easy-to-understand manner and using those concepts to pursue their financial objectives. We feel a commitment to making life simple and affordable.

Our Goal Is To Be The Firm You Can Trust

Check and balance is essential when working with a financial firm. Clients benefit from Caldera Wealth's dedicated, independent, personalized team and the financial strength and security of a self-clearing Fortune 500 firm like LPL Financial.

Caldera Wealth planners are LPL registered investment advisor representatives who custodies their clients' assets with LPL Financial, which currently holds 1.35 trillion of clients' assets.* LPL was formed in 1989 and serves more than 4.5 million investors across the U.S. through LPL advisors and institutions.** Today, LPL is the nation's leading independent broker-dealer and RIA custodian, providing technology, investment solutions, and services to more than 22,000 financial advisors.** Caldera Wealth has the independence to place the client first and maintain its proprietary business model, services, and technology resources that allow us to run a client-centered practice. Caldera Wealth is free to manage client relationships because they know their clients best. For more information about LPL Financial, visit www.lpl.com

*As of Feb 1, 2024 https://investor.lpl.com

*As of Mar 31, 2024 https://lpl.com/about-us.html

Meet the Team

Caldera Wealth makes life simple and is committed to excellence. We are professionals in helping pursue solutions to complicated concerns. As a full-service firm, clients enjoy the benefit of tailored advice and services. Our goal is to keep clients for life.

Joe Caldera

Joe Caldera, AAMS®, AIF®, CRPS®, CFP®, CKA®

Jimmie Anderson

Jimmie Anderson

Client Relationship Manager

Karina Rodriguez

Karina Rodriguez

Client Service Manager

Marisa Bredeson

Client Relationship Manager

Julie Gebert

LPL Registered Principal (OSJ)

Speak with an Financial Professional

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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