Caleb Kirby has advised clients on financial planning and insurance strategies for more than 20 years. A Certified Financial PlannerTM practitioner, Caleb works with individuals, families and business owners to learn their current financial situation, understand their financial goals and needs, and create a comprehensive plan that helps them work towards the financial freedom they deserve.
As an independent advisor, Caleb focuses entirely on his client’s goals, offering objective advice on risk management, investing, retirement planning, income planning, tax strategies, and long term care planning. He holds Series 7 and 63 securities registrations through LPL Financial and is a licensed insurance broker. Caleb earned a Bachelor of Science degree in Business Administration from Clearwater Christian College, as well as his certificate in Financial Planning from Merrimack College.
Born and raised in New Hampshire, Caleb remains active in his community, serving on the board of Concord Christian Academy and attending Centerpoint Church in Concord.
In his free time, Caleb enjoys watching Patriots football, boating on Squam Lake and skiing around New Hampshire’s mountains. He resides in Hopkinton with his wife Karena and their four children: Noah, Chloe, Isaac and Jordan.