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Caleb S

Series 66

Georgetown, TX

Guardian Life

Caleb Stephens is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at Edward Jones and three years at LPL Financial LLC. He serves as a board member of the Christian Civic League of Maine. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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