Business Planning Specialist
Caleb Brown, MBA, CFP®

Caleb, a CERTIFIED FINANCIAL PLANNER™ professional, provides E&G clients with expertise in human capital planning, small business consulting, and entrepreneurship -- having co-founded two successful companies of his own. He is a founding member of Virtual Solutions for Advisors, co-founder of New Planner Recruiting, and was named a 2012 Influencer by Financial Planning Magazine for his positive impact on the financial planning profession.

Before joining Elwood & Goetz Wealth Advisory Group, Caleb was named by his peers as one of the Best Financial Planners in Dallas (D Magazine). He is a graduate of the Texas Tech Personal Financial Planning Program, holds an MBA degree, and spent over five years at a financial planning firm in Texas.

Caleb is a Kolbe Certified™ Consultant and has been featured in multiple publications (e.g., Investment News, Financial Planning Magazine, and Financial Advisor Magazine) regarding his efforts to develop a career path and position into firms the best and brightest financial planning students from across the nation. He is also a regular contributor to industry publications, as he writes articles to support the positive evolution of the financial planning profession and encourages practice management processes that best serve clients.

He is a regularly featured speaker at national financial planning conferences and is a member of the Financial Planning Association (FPA), FPA New Professionals Advisory Council, and the President of NexGen - a national organization supporting the development of the future leaders of the financial planning profession.

Caleb is currently a basketball coach for the Downtown Ministries 5th & 6th grade girls Falcons team. He is married to Dr. Jenny Brown, who works as a professor at The University of Georgia.

Education + Credentials
Texas Woman's University
Master of Business Administration
Texas Tech University
Bachelor of Science in Personal Financial Planning
CERTIFIED FINANCIAL PLANNER™ Professional, NAPFA Associate
Activities. Affiliations. Accolades.
Next Generation Influencer, Financial Planning Magazine
Top 25 Most Influential People in the industry, Investment Advisor
Member, Financial Planning Association
40 under 40 Award, Investment News
Contact
(706) 548-1025
caleb@elwoodgoetz.com