Caleb Pepperday

About Caleb Pepperday

Does this sound like you? You wake up at 6AM, get the kids and yourself ready for the day. You head to clinic where it seems like you\'re just treading water. You know you need to plan for the future, but by the time you pick the kids up from practice, check-in on your parents, and make dinner, the last thing you want to think about is money. Managing your finances as a PA can often feel like you\'re just treading water. You want to make sure you\'re on track for saving for college, retirement, etc. but you don\'t know where to start. I want you to know it doesn\'t have to be this way. As a husband of a PA-C and brother of a physician, I uncovered a troubling trend in the financial planning industry. Virtually no one in the industry focused specifically on the needs of PAs. Instead, much of the focus was on rolling out the \'red carpet\' treatment for physicians. This fueled my mission to start Advanced Practice Planning, LLC where we focus on helping PAs eliminate stress when it comes to their finances. If you want to get out of the hamster wheel and start living your best life, I\'d invite you to schedule 30-minutes on my calendar today.https://calendly.com/caleb-pepperday/30min

Experience

1. Principal Owner

   Advanced Practice Planning, Llc

   Jul 2023 — Present · Missoula, MT, US

   Advanced Practice Planning, LLC provides Wealth Management services specifically tailored to Physician Assistants. As a husband of a PA, our CEO, Caleb Pepperday, knows how difficult it can be for medical providers to get financial planning and investment help without being pitched to buy an investment or insurance product. Caleb created APP, LLC to be a safe place for PAs to ask questions and learn how to grow their wealth.Learn more about our services here: Practice Planning, LLC is a registered investment adviser with the state of Montana and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

Education

• Juniata College

  Bachelor's of Science, Financial Economics and Politics

  2014 — 2018

• The American College of Financial Services

  CERTIFIED FINANCIAL PLANNER™ Coursework, Financial Planning and Services

Skills

• Warehousing
• Inventory Control
• Customer Service
• Inventory Management
• Management
• Purchasing
• Operations Management
• Retail
• Team Building
• Strategic Planning
• Sales Management
• Microsoft Office
• Microsoft Excel
• Warehouse Management Systems
• Team Leadership
• Qualitative & Quantitative Research Methodologies
• Customer Support