Your Local Financial Advisor
for over
25 Years

Unlock Financial Success
with an
Experienced Financial Advisor

With a wealth of knowledge gleaned from nearly 30 years in investment management, I have weathered the storms and basked in the booms of diverse market conditions. This journey has equipped me with a trove of insights that are rare and precious. As a seasoned Financial Advisor, I am uniquely positioned to shepherd mature professionals and retirees through the complexities of our current financial terrain. Trust in my profound wisdom to illuminate your path toward financial security and prosperity.

Trends and Patterns

Simplicity in Action

Entrust me with the helm of your financial voyage. Secure a personal consultation this very day, and together, we will harness your strengths to achieve greater financial success. As a veteran Financial Advisor, I’m uniquely positioned to assist both the mature professional and retiree, ensuring that your financial well-being is not just preserved, but flourishes.

The Art of Balance

In the realm of investing, success is not just about the returns—it’s about the journey. As an experienced Financial Advisor, I understand that patience, expertise, and discipline are the cornerstones of a robust financial strategy. Reflect on this: diminishing an investment’s value can happen swiftly, often with just a few missteps. Conversely, doubling its worth demands a strategic and measured approach. For mature professionals and retirees, I emphasize that while cultivating growth is essential, the true art lies in safeguarding your assets.

Tailored Portfolio Strategies

As a mature Financial Advisor, my expertise is in developing personalized portfolio strategies that resonate with your distinct aspirations and financial tastes. With a commitment to a clear, fee-only fiduciary approach, I focus on optimizing your investments through cost-effective and diversified Exchange Traded Funds (ETFs) and other prudent investment choices. This tailored guidance is designed for the discerning seasoned professional and retiree, seeking a harmonious blend of ambition and security in their financial journey.

Fee-Based Expertise
for Your
Financial Journey

As a Financial Advisor with decades of experience in wealth management, I offer fee-based services that are meticulously crafted to align with your individual requirements. I invite you to embark on a journey with me to discover the ways in which I can elevate your financial well-being. Together, we will navigate the financial landscape to secure and enhance your financial success.

Investment Management With Your Local Fee Only Financial Advisor
Investing Sucess

Investment Management: For aggregate account balances exceeding $100,000 USD, I offer non-custodial discretionary fee-based investment management. This comprehensive service includes:

  1. Online Account Access: Stay informed with real-time updates.
  2. Check Writing: Seamlessly manage your finances.
  3. Debit Card: Convenience at your fingertips.
  4. Quarterly Reports: Track progress and performance.
  5. Personal Investment Newsletter: Insights delivered straight to your inbox.

Embark on a Journey
of
Financial Mastery
with Caleb Lawrence

Before the turn of the millennium, I have been a steadfast presence in the investment strategy sphere, adeptly maneuvering through the ever-changing currents of economic and business cycles. My dedication to your financial prosperity was solidified in 2016 with the adoption of a fee-only fiduciary model, ensuring that your interests are at the forefront of my endeavors.

My insights have transcended the confines of the airwaves, touching lives through Community Television, print, and a myriad of media outlets, disseminating a treasure trove of financial wisdom. Between 1999 and 2008, I served as a luminary of financial education, imparting knowledge to over 2,500 individuals via community education programs throughout Santa Cruz County, California. My economic analysis and market commentary became a trusted feature on KPIG Radio 107.5 FM in Freedom, California, KPYG Radio 94.9 FM in Cayucos, California, KPIG 1510 AM, Piedmont/San Francisco, KZAP 96 FM, Paradise/Chico, every business day at Noon, securing the confidence of my audience for nearly twenty years.

Following my radio career, my passion for financial discourse has seamlessly transitioned to the digital domain. My ‘Market Bull’ perspectives continue to shed light on the intricacies of the financial markets.

Financial Mastery
Caleb Lawrence, your Local Financial Advisor

I warmly offer you a complimentary, no-obligation consultation—reach out to me at 831-334-5318. Experience firsthand why, after close to three decades, I remain committed to the personal touch. In our dedicated time together, we will explore your financial aspirations and tackle your queries head-on.

The Market Bull

The Market Bull. Weekly insights from your local financial advisor.
Insight

Step into a world where financial clarity intersects with insightful guidance—your essential weekly update on personal finance and investment strategies. In this space, we untangle the intricacies of the markets, decode financial terminology into practical wisdom, and equip you with the tactics to enhance your wealth. Tailored for both the experienced investor and the novice embarking on a path to financial autonomy, this blog serves as your reliable guide through the financial landscape. I invite mature investors and retirees to partake in this voyage towards financial enlightenment. Let’s navigate the subtleties of investing and the economy together.

3-2-1 Contact!

Reach out to your local Financial Advisor

Contact Your Local Investment Advisor
Communication

Hours

Mon – Fri
9:00 am — 5:00 pm
By Appointment Only

Sat – Sun
Closed

Contact

Email Caleb Lawrence

Phone
(831) 334-5318

Teleconference – Zoom
By Appointment Only

Let’s Connect

Address
5150 Mae Anne Ave.
Suite 405, PMB 1272
Reno, NV, 89523

Investor Resources

Empowering Your Financial Journey

Local Investor Resources
Local Investor Resources

Welcome to our comprehensive investor resources section! As your trusted financial advisor for investment well-being, we’ve curated essential tools and information to guide you toward informed decisions. Here’s what you’ll find:

  1. Investor Education: Visit Investor.gov for unbiased resources on investment products, fees, retirement planning, and more. Whether you’re a seasoned investor or just starting out, this platform equips you with knowledge to protect your financial interests.
  2. Advisor Info: Explore the background of investment professionals through the Investment Adviser Public Disclosure (IAPD) website. Verify their registration status and check if they’ve ever faced regulatory issues. Remember, it’s a red flag if an advisor isn’t registered!

At Caleb Lawrence Registered Investment Adviser Inc., we prioritize transparency and your financial well-being. Feel free to explore these resources, and if you have any questions, reach out to us. Let’s build your financial future together!