Caleb aLLEN

Caleb operates a full-service independent financial and investment services firm committed to helping clients pursue and achieve their financial goals. He offers a wide range of financial services to families and business owners and tailors his recommendations based upon each individual situation. Caleb believes in educating clients from the onset so they will be better able to identify their goals and make sound financial decisions to reach them.

Caleb will tell you his greatest enjoyment comes from helping others formulate a path going forward regarding their finances so that they may in turn focus on their families, friends, community and charitable endeavors. His passion is helping the families and businesses which entrust him with their finances achieve their financial goals and have spent all of his career and ongoing education continuing to improve my processes in investment management and financial planning to do just that.

After completing his Master of Science in Personal Financial Planning, he finished an Accredited Asset Management Specialist® designation in 2006 and continued on to earn the highly regarded CERTIFIED FINANCIAL PLANNER™ certification in 2008. In 2023, he finished up the requirements to earn my CPA license to be able to dive deeper into tax planning, tax modeling, and other needs for clients.

Caleb’s journey started with A.G. Edwards & Sons, Inc. where he learned a vast amount from the perspective of large, institutional money management. A.G. Edwards & Sons, Inc. years later went on to become Wells Fargo Advisors at which point he decided to branch out to be able to offer more comprehensive financial planning services as well as more investment choices for his clients by founding Allen Financial Management, LLC.

Caleb was born and raised in Stephenville and has deep roots in the community. He is active in his local church and enjoys volunteering in various community projects. Free time for Caleb means enjoying outdoor activities such as camping, fly fishing, hunting, and hiking as well as spending time with my wife, Kristy, and two daughters, Ashlyn and Hannah.