Caleb Sanderson
Workplace Retirement Plan Advisor | Financial Wellness Advocate
- Role
- Partner Senior Retirement Plan Advisor at Curi Capital
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Caleb Sanderson
I joined the financial advisory industry for one purpose: Help every person I can meet their financial goals. I do this by working with business owners maximize their retirement plans potential, speak one on one with retirement plan participants to achieve full financial wellness, and build goal based financial plans for individual clients. Through a full team effort we are able to meet the fiduciary needs of plan sponsors and exceed all participant expectations!In my free time I love seeing local live musicians preform, a good cup of coffee, and hosting cookouts for my friends and family.
Experience
Partner Senior Retirement Plan Advisor
Jan 2025 — Present · Raleigh, NC, US
Education
University of Leeds
Bachelor's degree
North Carolina State University
Bachelor of Science (BS)
Skills
- Analysis
- Economics
- Teamwork
- Social Networking
- Public Relations
- Accounting
- Microsoft Office
- Data Analysis
- Microsoft Word
- Research
- Event Planning
- Microsoft Excel
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