As a Client Service & Financial Planning Associate Caleb directly supports our wealth advisors in various aspects of the financial planning process and is committed to providing exceptional service for all Overland & Shanahan clients.
Caleb is a graduate of San Diego State University, with a Bachelor’s degree in Finance and Master’s degree in Financial and Tax Planning. In addition to his extensive education background, Caleb is a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), and holds the life and health insurance license (California Insurance License# 4000711).
Originally from Taiwan, Caleb is bilingual in English and Mandarin and distinctly qualified to assist those from diverse cultural backgrounds. When not at work, Caleb supports the San Diego Financial Literacy Center, a non-profit serving youth, military, and low-to-moderate income San Diegans, and is an active member of the Financial Planning Association of San Diego, as well as its NexGen subchapter.