Caleb Beery, CFA
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Caleb Beery joined Ramsier Financial in 2015. As a Financial Advisor, he focuses on serving clients who are approaching and enjoying retirement. He also enjoys helping younger clients who are just beginning to save for retirement. Caleb believes that an effective plan requires good communication between client and advisor. He views his role as teacher as much as advisor. He loves people and numbers and is fortunate to have a career where he is able to focus on both.
Caleb also has the responsibility of overseeing the portfolio investments for our office, ensuring that we are recommending the best investments for our clients. His degree in Accounting from the University of Akron and past experience as an investment accountant have been a great asset in managing the assets of Ramsier Financials’ clients. In 2019, he became a CFA® Charterholder, which is one of the highest distinctions in the field of investment management and research.
Caleb lives in Rittman and enjoys spending time with his wife Charity and their four children: Chloe, Jeana, Wyatt and Oscar.