Caleb Bagwell, CFP®, CPFA
Senior Wealth Advisor
As a wealth impact advisor, Caleb’s passion is to help his clients unlock the full potential of their wealth through financial planning, investment management, and philanthropic consulting. Connecting wealth and purpose creates impact, and this requires intentionality and expertise.
Caleb has had the privilege to serve over 3,000 families, helping them clearly articulate their goals and build plans for lasting impact. Now with a concentrated focus at EverSource, Caleb engages with families who understand the powerful effect their wealth can have when stewarded well.
“Joining EverSource was a clear decision for me. The vision, the tools, and the team provided the perfect foundation for me to serve my clients and help them create positive impact.”
With almost 10 years of experience as a financial advisor, Caleb joined EverSource in November 2019. Most recently, he was an advisor with Grinkmeyer Leonard Financial, a Commonwealth Financial Network firm affiliate. In this role, he also served as the firm’s employee education specialist where he created and maintained a 401(k) Education series benefiting more than 5,000 participants. Prior to this, Caleb was an advisor with Selah Financial Services as a Dave Ramsey ELP for investing, and he also previously worked as an analyst with Financial Dynamics, Inc.
Caleb has completed leadership training through The John Maxwell Team, and he is a certified John Maxwell coach, trainer, and speaker. In 2017, he developed LeaderWise Academy, a corporate leadership training program designed to engage millennial employees and bridge the gap between current leaders and their next generation. Caleb is a sought-after speaker, including keynote addresses for high-profile professional conferences.
When Caleb is not meeting with clients or speaking to a crowd, you will likely find him playing with son, Charles, and daughter, Amelia, or traveling with his wife, Sarah. Caleb has had the privilege to serve his Lord Jesus Christ through several mission trips to Southeast Asia, and he is heavily involved with several local missions groups such as Urban Purpose and Doulos Partners. Caleb is a member of Christ Fellowship Church in Homewood.
PROFESSIONAL DESIGNATIONS & AFFILIATIONS
Certified Plan Fiduciary Advisor (CPFA)
Doulos Partners—Junior Board Member