Caleb Moyer
Senior Financial Planner at Stevens Capital Partners
Based in Omaha, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Omaha
Industry
Financial Services
Company size
19
Contact information
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c•••••••@stevenscapitalpartners.com
Phone
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Background
About Caleb Moyer
I'm the Senior Financial Planner at Stevens Capital Partners™, where I help clients navigate their financial lives with clarity and confidence. As a Certified Financial Planner™ (CFP®) and Enrolled Agent (EA), I focus on delivering comprehensive financial planning that thoughtfully integrates tax strategy. My goal is to provide clear, actionable guidance tailored to each client’s unique situation—so they feel empowered to make well-informed financial decisions. Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements
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