With over 15 years of expertise in financial advising, I am dedicated to safeguarding and maximizing the savings of my clients. s a trusted and experienced financial advisor, my focus is on providing tailored solutions to help individuals protect their wealth from market volatility while achieving their long-term financial goals.
Through personalized strategies and sound investment advice, I aim to empower my clients to navigate the ever-changing financial landscape with confidence and peace of mind.
I partner with Financial Advisors, Attorneys, CPA’s and P&C agents to address longevity, legacy & long term care planning.
As a Risk Management Specialist, I provide pension planning for tenured employees in Private & Public Universities by customizing non-qualified supplemental retirement plans. As a trusted consultant, my most valued clients are recent retirees that rely on the growth and preservation of their retirement funds.
Experience the assurance that comes with entrusting your financial future to Ed Caledera. His track record of success, commitment to comprehensive solutions, and unwavering focus on your long-term goals make him the ideal partner for your journey to financial prosperity.