Greg Caldwell Jr., MBA, CFP®
As a highly regarded wealth advisor and partner at FirstPurpose Wealth, Greg Caldwell helps hundreds of clients fund and achieve their goals. He has spent the past almost decade at the Utah-based firm, building valuable friendships, finding solutions to his clients’ peculiar challenges, and expelling their financial fears, doubts, and uncertainties. Greg has also successfully climbed the ranks from intern to partner-frequently working with small business owners and specializing in retirement planning and tax strategy.
Greg’s appreciation for planning ahead was developed as a young man when his father passed away. He was in the field of construction at the time, but his desire to care for his mother and siblings ultimately led him to pursue a career in finance. After graduating from Utah Valley University with a bachelor’s degree in personal financial planning and a master’s degree in business administration, he obtained his FINRA securities registrations and became a CERTIFIED FINANCIAL PLANNER™. Greg then set out to help other people protect the wealth of their families through responsible financial planning. Since joining FirstPurpose in 2012, Greg has also worked to continue the growth of the firm. He works closely with nearly 40 team members who offer tax and accounting services as well as financial wealth advisement. Together, they help business owners, executives, retirees, and other individuals clarify their purposes and create the financial means to fulfill them. In fact, they named the company FirstPurpose because they wanted clients to know that achieving purpose-driven goals is more satisfying than chasing empty numbers.
Because many clients have not yet defined their goals, Greg-or another team member-sits down with them to help clarify their purposes first. Then, they work together to create and execute an integrated financial plan, which includes traditional and private investments, tax strategies, estate planning, and charitable giving. The team’s mission is to build wealth, minimize taxes, optimize transactions, manage outlier years, plan for financial independence, and implement successful retirement income strategies. FirstPurpose also believes it is important to get involved in local communities. They support numerous charities and play an active role in Utah Valley University’s Personal Financial Planning program (PFP)-a top 10 nationally ranked program, which offers participation in national competitions, professional networking and paid internships.
Like his fellow team members, Greg finds it rewarding to give back to the community. He currently serves as an adjunct professor at his alma mater, UVU. There, he teaches personal finance to help the next generation understand how the industry works and to guide them in securing their futures. In addition, Greg sits on the Personal Financial Planning Alumni Board. “Whether I’m working as wealth advisor or as a professor, my goal is to help people live life on purpose,” says Greg. “If they’re not having fun and living life to the fullest, they’re not doing it right.”
Greg Caldwell JR. MBA, CFP®
Wealth Advisor, Partner
Investment advisory services offered through FirstPurpose Wealth, LLC, a Registered Investment Advisor. Securities offered through DFPG Investments, LLC. Member FINRA/SIPC. Tax services offered through FirstPurpose Tax, LLC. All named entities are unaffiliated.
Click to Download the Magazine