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Feraud Calixte (CFP®, JD)

Feraud Calixte focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Entrepreneurs

Planning Specialties

Feraud Calixte is a Senior Financial Advisor at Modera Wealth Management, LLC. His role involves working with clients to formulate planning goals, development and implement wealth management strategies and monitor clients’ progress towards their financial and investment goals.

Prior to joining Modera, Feraud was founder and lead financial planner of a boutique financial planning firm - Vantage Pointe Planning. Feraud worked as an advisor for several large national wealth management firms. Feraud is passionate about helping families navigate the complexities often associated with finances. Feraud is committed to the financial planning industry and regularly volunteers to teach financial literacy. He is also a proud member of the National Association of Personal Financial Advisors (NAPFA), where he currently serves as a National Board Member. He's also a member of the Fee-Only Network., Society of Financial Service Professionals (FSP).

Feraud has been quoted by a variety of publications, such as U.S News & World Report, Yahoo Finance, Investment News, and NAPFA Advisor. Feraud has been recognized by Investment News 40 under 40 as an emerging leader in the industry. He was also interviewed for the Longview Podcast hosted by Morningstar Inc.

NAPFA Start Date

March 08, 2018

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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

221 W Main St Ste A Inverness, FL 34450-4810 Phone: (352) 746-4460 Fax: (352) 746-0816
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