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1630 E White Mountain Blvd Unit D-3 Pinetop, AZ 85935    (928) 358-4314    Office Hours: 8:00 am – 5:00 pm Monday - Friday

I n v e s t i n g   T o w a r d   Y o u r   V a l u e s

I n v e s t i n g   T o w a r d   Y o u r   V a l u e s

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Be confident about your retirement.

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Jason McCaleb

AAMS®, CFP®

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Contact Jason

(928) 358-4314

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Jason is the only financial advisor in Pinetop, Arizona who has obtained the CERTIFIED FINANCIAL PLANNER (CFP®) and ACCREDIATED ASSET MANAGEMENT SPECIALIST(AAMS®), designations.   With over 18 years in the financial services industry, Jason believes in investing with a plan.  He is committed to helping his clients develop by providing continuous education and proposing investment plans and strategies that can help identify and prioritize their financial goals.

 

Professionally active in financial planning, personal financial services, retirement, life insurance, annuities, pension, college and estate planning for over 18 years. Dedicated to community based values and relationships.

Jason McCaleb

Resume

1995-1997: Earned Associates Degree in Marketing at BYU Idaho.

1997-2000: Earned BS in Finance at BYU in Provo, UT

2000-2002: Financial Advisor with Morgan Stanley, Mesa, AZ

2002-2004: Financial Advisor with Edward Jones, Scottsdale, AZ

2004-2011: Financial Advisor with Edward Jones, Pinetop, AZ

2011-Present: President of McCaleb Wealth Management, Pinetop, AZ

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Our Firm

Our Firm

McCaleb Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided among the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.  Jason L. McCaleb, CFP®, AAMS® is the Principal and owner of the firm.

 

When Jason decided to open an independent practice he was motivated to find a solution that would allow him to offer comprehensive solutions while remaining unbiased.

 

  • Mutual funds

  • Comprehensive asset management accounts

  • Annuities

  • Individual stocks and bonds

  • Estate, college, business, tax, and retirement planning

  • Domestic and foreign securities

  • Alternative investments

  • Insurance

I’ve been teaching finaincial thought similar to Dave Ramsey's for years.  When local Dave Ramsey sponsored events started popping-up by way of our local Chamber and business education administration, I understood the value the SmartVestor program had for my clients.

Let me help you, begin on your path to financial liberties...

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