Caleb W. Stertzer

Caleb W. Stertzer

Advisor

Phone: (614) 888-5660
Fax: (614) 888-7089
E-mail:
 

Caleb joined Central Ohio Financial Management Group, LLC as a Financial Advisor in 2011. Before joining COFMG, he was working for Ameriprise Financial in Worthington as a paraplanner where he was helping to run the financial planning department for the group.  Caleb graduated from Taylor University with a major in Finance and a minor in Psychology.

Caleb is an investment advisor who seeks to provide great value to his clients by providing comprehensive financial advice.  Caleb holds the series 7 and 66 securities registrations with Ameritas Investment Corp and health, life, and variable insurance licenses for Ohio.  Much of his work is centered around giving advice to individuals to help them plan for and best enjoy their retirement years.  Caleb is also the advisor for a number of corporate and non-profit retirement plans. 

Caleb and his wife, Rachel, and sons, Zac & Dan, live in Westerville and enjoy reading, spending time with family, and playing sports together.  

Check the background of Ameritas Investment Corp. or this investment
professional on FINRA's BrokerCheck.