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Caleb Warren, CFP®, CPFA™

Caleb Warren, CFP®, CPFA™

Time Warner Cable Representative

Followers of Caleb Warren, CFP®, CPFA™493 followers
location of Caleb Warren, CFP®, CPFA™Bangor, Maine, United States

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  • Timeline

  • About me

    CERTIFIED FINANCIAL PLANNER®

  • Education

    • Eastern Maine Community College

      2016 - 2016
      Undeclared

    • Husson University

      2016 - 2019
      Bachelor's degree Business Administration - Financial Planning Alumni

      Activities and Societies: President of The Financial Planning Chapter, Vice President of Commuter Affairs, Summa Cum Laude

  • Experience

    • NexxLinx

      Mar 2015 - Aug 2015
      Time Warner Cable Representative

    • Planet Fitness World Headquarters

      Aug 2015 - Jan 2016
      Shift Leader

    • Eastern Maine Community College

      Jan 2016 - Aug 2016
      Student Ambassador

    • The Village Woodworker

      Mar 2016 - Jan 2019
      Associate

    • Husson University

      Aug 2016 - May 2017
      Student Ambassador

    • Defense Commissary Agency

      Nov 2016 - Feb 2019
      Independent Contractor

    • Raymond James

      Feb 2019 - Sept 2023

      • Financial Advisor

        Apr 2021 - Sept 2023

      • Wealth Planning Associate

        May 2019 - Apr 2021

      • Branch Associate

        Feb 2019 - May 2019

    • Warren Financial

      Nov 2023 - now
      Financial Advisor

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™ - CFP®

      Certified Financial Planner Board of Standards, Inc
      Dec 2021
      View certificate certificate

    • Certified Plan Fiduciary Advisor (CPFA)

      National Association of Plan Advisors
      Sept 2020
      View certificate certificate

    • Series 66 - Uniform Combined State Securities Law Examination

      American Securities Administrators Association
      Jun 2019

    • Series 7 License

      FINRA
      May 2019

    • Producer License, Individual

      National Association of Insurance Commissioners (NAIC)
      Mar 2019

  • Honors & Awards

    • Awarded to Caleb Warren, CFP®, CPFA™
      President’s List - Dec 2018 A student is placed on the President’s List for receiving a GPA of 3.8 or higher for the semester.
    • Awarded to Caleb Warren, CFP®, CPFA™
      Sigma Beta Delta - Apr 2018 Membership in Sigma Beta Delta is the highest national recognition a business student can receive at a college or university with a Sigma Beta Delta chapter. To be eligible for membership, a business student must rank in the top 20 percent of the junior, senior or graduate class and be invited to membership by the faculty officers.
    • Awarded to Caleb Warren, CFP®, CPFA™
      President’s List - Dec 2017 A student is placed on the President’s List for receiving a GPA of 3.8 or higher for the semester.
    • Awarded to Caleb Warren, CFP®, CPFA™
      President’s List - May 2017 A student is placed on the President’s List for receiving a GPA of 3.8 or higher for the semester.
    • Awarded to Caleb Warren, CFP®, CPFA™
      President’s List - Dec 2016 A student is placed on the President’s List for receiving a GPA of 3.8 or higher for the semester.
    • Awarded to Caleb Warren, CFP®, CPFA™
      President’s List - May 2016 A student is placed on the President’s List for receiving a GPA of 3.8 or higher for the semester.

  • Volunteer Experience

    • Alumni Board Ambassador

      Issued by Husson University on Jun 2021
      Husson UniversityAssociated with Caleb Warren, CFP®, CPFA™