Caleb Huftalin, CFP®
Director of Wealth Management at
Ridgeline Private Wealth
Years of Experience
17 years
Number of Clients
60
Average Client Size
$1,500,000
Member Since
2023
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
how vigilant I am about following through.
Clientele
I help established tech and healthcare entrepreneurs with $1M+ revenues align their business and personal finances for long-term growth and smooth transitions. They focus on legacy building, exit planning, and optimizing business value while juggling complex needs like tax mitigation, succession planning, and off-market investing.
Services Provided
Financial Planning
Tax Planning
Investment Management
Retirement Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Series 66 - Uniform Combined State Law Exam
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Pricing Models
Education
Northern Illinois University
Bachelor of Science (B.S.), Business Administration; Minor: Finance
Obtained in 2004
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Investment advisory services offered through Ridgeline Private Wealth, a registered investment adviser. Investment adviser representatives of Ridgeline Private Wealth may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or an exemption from registration is determined. Not all services referenced in this communication are available in every state and through every advisor listed. For additional information, please contact the Chief Compliance Officer at 480-779-0127.
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