Caleb Pepperday, CFP®, ChFC®
Chief Executive Officer
My Why: Being the husband of a PA-C and the brother of a physician, I noticed something seriously off in the financial planning industry. Advanced Practice Providers were getting the short end of the stick while physicians were getting the red carpet treatment.
This fueled my mission to create a solution that filled the gap left by old-school finance, making sure that APPs get the respect and guidance they truly deserve.
My Goal: I'm on a mission to reshape the financial planning landscape for APPs. By empowering APPs through education and personalized advice, I’ll work to ensure you’ll have the resources needed to take control of your finances and retire on your own terms.
Background and Recognition: As a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), I bring a wealth of expertise to help APPs navigate the complex world of finance.
I'm proud to have been featured in prestigious publications such as CNBC, MarketWatch, Investor’s Business Daily, and others, where I've shared my insights and strategies for budgeting, negotiating employment contracts, and more.
I also hold a Bachelor’s Degree in Financial Economics from Juniata College in Huntingdon, Pennsylvania.
When I’m Not Working: You'll find me enjoying the breathtaking landscapes of Montana. Whether it's skiing down the slopes, hiking through scenic trails, or peacefully floating down the Bitterroot River on a Saturday, I believe in embracing the beauty of nature.
You might even see me at a Penn State football game in the fall while visiting my family in Pennsylvania. We are!
