Caleb Lawrence

Closed
Call
Website
5321 Scotts Valley Dr Ste 202
Scotts Valley, CA 95066
+1 (831) 454-8694
https://clinvestments.com

Caleb Lawrence is a highly experienced investment manager with over 20 years of service in the industry, offering custom portfolio management strategies tailored to individual needs and requirements. Utilizing a fee-only fiduciary approach, Caleb primarily utilizes low-cost Exchange Traded Funds (ETFs) to guide clients through the ups and downs of the market, emphasizing the importance of patience, skill, and discipline in achieving investment success.

With a focus on minimizing investment losses and maximizing returns, Caleb Lawrence Registered Investment Adviser, Inc. provides advisory services to clients in compliance with the Department of Financial Protection and Innovation. Their expertise and personalized approach make them a reliable choice for those seeking professional guidance in navigating the complexities of investment management.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Modern Woodmen of America
Automobile insurance

Modern Woodmen of America

1
"I met Steve Hoversten through a church softball team that he and the modern Woodmen of America had sponsored just last year. He went to the United States Naval academy and I having gone to the..."
photo of Jason G.
Financial consultant

Ameriprise Financial Advisors

Ameriprise Financial Advisors in Soquel, CA, is committed to assisting clients in achieving their financial goals through personalized, one-on-one financial advice. With a network of over 10,000 advisors, they provide tailored recommendations and regular reviews to help clients stay on track with their investments and overall financial plans. The firm offers a variety of specialized advisors, each with unique expertise in different areas of financial planning, ensuring clients can find guidance that aligns with their specific needs. Ameriprise Financial emphasizes accessibility and the importance of understanding clients' values, striving to make them feel confident and in control of their financial future. Generated from the website
Financial consultant

Drescher Paul B

B. Paul Drescher, CFP, located in Soquel, CA, is a trusted financial adviser specializing in savings, spending, and investment programs. With a focus on maximizing financial opportunities, Drescher offers a complimentary initial consultation to assess individual needs. Known for expertise in identifying legal tax breaks, Drescher assists clients in optimizing retirement, stock options, real estate, and other financial activities. Stay updated on financial insights through Drescher's blog, conveniently accessible on the company's website. Generated from their available business information
United States›California›Scotts Valley›Caleb Lawrence

Partial Data by Infogroup (c) 2025. All rights reserved.