Cal is a planning-focused Financial Advisor, Branch Director and a CERTIFIED FINANCIAL PLANNER® professional who works with individuals, families, organizations and non-profit foundations to achieve long-term financial goals. He began his career with RBC Wealth Management in 2013 and passed the Series 7, 66, 9 and 10 exams and holds an insurance license. Cal obtained his CFP® certification in 2023. Prior to joining RBC, Cal worked in the digital and print media industries, and in journalism, marketing and sales management. He grew up in the Seattle, Washington, area and graduated from the University of Washington in 2001. Cal is active in the community and has served on the board of directors for White Pass Ski Area, Cowiche Canyon Conservancy, Capitol Theatre and Yakima Schools Foundation. In addition, he has frequently volunteered his time with Camp Prime Time, Rotary, United Way and other organizations.
“Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.”
