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Caleb Pepperday (CFP®, ChFC®)

Caleb Pepperday focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

Physician Assistants, Nurses, and APRNs including (Nurse Practitioners, Certified Nurse Midwives, Clinical Nurse Specialists, and Certified Registered Nurse Anesthetists).

Additional Information

Hi, I'm Caleb, the Founder and CEO of Advanced Practice Planning, LLC and husband to a Physician Assistant. I'm here to empower Advanced Practice Providers, like you, in achieving a secure and prosperous future.

As a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), I bring a wealth of expertise to help APPs navigate the complex world of finance.

I'm proud to have been featured in prestigious publications such as CNBC, MarketWatch, Investor’s Business Daily, and others, where I've shared my insights and strategies for budgeting, negotiating employment contracts, and more.

Outside of the office, you'll find me enjoying the breathtaking landscapes of Montana. Whether it's skiing down the slopes, hiking through scenic trails, or peacefully floating down the Bitterroot River on a Saturday, I believe in embracing the beauty of nature.

You might even see me at a Penn State football game in the fall while visiting my family in Pennsylvania. WE ARE!

NAPFA Start Date

October 25, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3753 W. Broadway St, Apt. C Missoula, MT 59808 Phone: (814) 762-7278
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