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Brett Caldwell (CFP®, CPA)

Brett Caldwell focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Brett Caldwell is a Senior Financial Advisor at Modera Wealth Management, LLC. His role involves working with clients to formulate planning goals, develop and implement wealth management strategies and monitor clients’ progress in working towards their financial and investment goals. In addition to his work with clients, Brett serves on the firm’s Financial Planning Committee and Tax Task Force.

Prior to joining Modera, Brett began his career in tax preparation and auditing. He then transitioned to financial planning for high net worth individuals when he joined Utah-based The Insight Group. Brett worked closely with the lead advisors conducting planning work for client meetings. He was later promoted to Director of Planning and provided oversight and training to a team of financial planners.

Additional Information

Brett earned a Bachelor of Science degree in Business Administration, a Bachelor of Arts degree in Accounting and a Master of Accounting with a dual emphasis in Financial Planning and Tax from Utah State University. He is a Certified Public Accountant (CPA) in the State of Utah and holds the CERTIFIED FINANCIAL PLANNER™ certification.

Outside of Modera, Brett resides in Utah with his wife and three young children. His interests include travel, sports, board games and the outdoors. (CAM 3174)

NAPFA Start Date

February 26, 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.
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.

This Office

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