BIO

Caleb Bogia-Curles, CFP®

Associate Advisor

Professionally

Caleb is a CERTIFIED FINANCIAL PLANNER® and thrives on deep analysis and planning for complex clients. He previously co-founded and ran a seven figure ecommerce startup before becoming a financial advisor to make a greater personal impact in clients’ lives.

He has been an advisor at two great RIAs each specializing in retirement and complex estate and philanthropic planning, directly serving a broad array of individual and institutional clients from a variety of backgrounds.

Personally

Caleb grew up in Northern Delaware and now lives next to a scenic farm with his wife and five children in Lancaster, Pennsylvania. No, he is not Amish…

His family strongly values teaching and serving at church, as well as eating clean and staying active. Any free time not absorbed by the demands of five small children is supposedly dedicated to golf, but results vary.

Memberships

Caleb is a member of the Financial Planning Association of both Central Pennsylvania as well as Maryland. He is also a member of NAPFA and Kingdom Advisors. He sits on the board of Professionals International: a non-profit administering dozens of enterprises globally using entrepreneurship as a tool to help emerging nations develop.