FINANCIAL ADVISOR

Jason L. McCaleb, CFP®

AAMS®, CFP®

SharpePoint Team Jason L. McCaleb, CFP®

Biography

Jason is the only financial advisor in Pinetop, Arizona who has obtained the Certified Financial Planner (CFP®) and Accredited Asset Management Specialist(AAMS®) designations. With over 20 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.

As a Financial Advisor, Jason creates a different experience for each of his clients. Jason’s approach is not a one size fits all strategy. He drills deep to find his clients’ unique life goals and creates financial plans that match their lifestyles and ambitions. Throughout his career, Jason has learned so much from his clients’ eclectic aspirations and enjoys seeing their goals come to fruition.

Jason graduated from Brigham Young University with a bachelor’s in finance and is highly credentialed, earning his Certified Financial Planner® (CFP®) and Accredited Asset Management Specialist® (AAMS®)designations. He also holds a FINRA Series 65 and Life, Health, and Disability insurance licenses.

His commitment to his clients has been recognized with several industry awards, such as Waddell and Reed’s “Choice Advisor of the Year” award in 2012 and LPL Financial Freedom Club “Outstanding Client Service” awardin2018.He is a SmartVestor Pro and Financial Coach with the Dave Ramsey Program and teaches the Financial Peace University class throughout the community.

Jason has been married for more than 20years and has five children. He is a Youth Men’s Leader in his church and supports the local Lion’s Club and Special Olympics. He enjoys ranching, fishing, and hunting and is a “wannabe” golfer.

Education

Finance BA, Brigham Young University

Designations

  • Accredited Asset Management Specialist℠ (AAMS®)
  • Certified Financial Planner® (CFP®)