Cal is a financial advisor in Savant’s McLean, VA office, is a member of the Advisory Team, and has a membership interest in Savant. He is a member of the Investment Committee and is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. Cal routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.
Cal has been working in the financial services industry since 1984. He is the author of the book, When Life Strikes: Weathering Financial Storms. Cal received his master of science in taxation (MST) at American University in Washington, D.C., and graduated from the University of Arkansas with a bachelor’s degree in business administration. He is a CERTIFIED FINANCIAL PLANNER™ professional and currently an adjunct professor in the MST program at American University, teaching the estate planning course. Cal is a member and past chairman of the Financial Planning Association-National Capital Area (FPA-NCA).
The Washingtonian and Northern Virginia magazines named Cal as one of the top financial planners in the greater Washington, D.C. metro area. Three of his professional articles have been published in the Journal of Financial Planning, and he has written articles appearing in Bloomberg Wealth Manager and Financial Planning magazines. He has appeared on CNBC, Fox 5 D.C., the PBS “Nightly Business Report,” WAVA-FM (Washington, D.C.), and News Channel 8 in Washington, D.C. He has been quoted in the Wall Street Journal, Kiplinger’s Personal Finance magazine, Smart Money, Newsweek, U.S. News and World Report, CNNfn, Financial Planning magazine, Mutual Funds magazine, and InvestmentNews.
Prior to its combination with Savant, Cal was an advisor with The Monitor Group for 12 years. Cal joined Team Savant in June 2012.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Check out the reviews on this book at Amazon.com.