NAPFA Spring 2024 National Conference Speaker

Caleb is a CERTIFIED FINANCIAL PLANNER™ certificant, Kolbe CertifiedTM Consultant, and original creator of the FPA Career Day program, which began with the Dallas/ Ft. Worth chapter and subsequently, has been implemented by other FPA chapters across the nation. Throughout Brown's career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full time positions in financial planning as well as the firm owners who hire them. Brown is a columnist for Investment Advisor magazine and a frequent speaker on career development topics pertaining to the hiring and successful integration of new planners into financial planning firms. He has been featured in Investment News, Dow Jones, NAPFA Advisor, Financial Planning, Financial Advisor, Virtual Office News, FPA Solutions, and the Journal of Financial Planning regarding his efforts to create a career path for up and coming planners.

Caleb formed New Planner Recruiting in 2009 to source, screen and integrate new financial planners in financial planning firms nationwide. He was named the Next Generation Influencer by Financial Planning magazine for 2012 and one of the top 25 most influential people in the industry by Investment Advisor for 2014. He is a member of NAPFA and FPA and recently completed three years of service on the FPA NexGen leadership committee. He is a graduate of the Texas Tech Personal Financial Planning Program and spent over five years in an RIA firm in North Texas helping a sole practitioner transition the firm to an ensemble model. Recently he was named the 2014 Distinguished Alumnus for the TTU College of Human Sciences as well as the Distinguished Alumnus for the TTU Financial Planning Program in 2014.

Outside of work, Caleb coaches 3rd and 4th grade boys basketball for Downtown Ministries a program to teach inner city kids necessary life skills. He is also an avid golfer, hiker, Tough Mudder, and snowboarder.