Why Calderon & Fortney?


We have almost 50 years of financial services experience between us.  We've experienced many of the same triumphs and challenges you've experienced in your life.  We've planned for our own home purchases, kids, college educations and retirements.  We've dealt with settling estates after the loss of a loved one.  Our advantage is we've done all these things not only ourselves, but hundreds of times with our clients.  Use our personal and professional experience to your benefit.

In addition to holding CFP® and MBA designations, we are insurance agents and Investment Advisor Representatives, licensed in more than 20 states.

We truly believe in developing plans for individuals from all professions, walks of life and social backgrounds.  We have hosted financial talk shows on two radio stations, written for online periodicals and spoken to audiences in libraries, churches, corporations and civic organizations.  Making smart money decisions begins with being educated on your options.


Contact Us

 

More information about our background, registration and licensing can be found at FINRA's BrokerCheck website here.