Caleb Sanderson, CFP®

Partner, Senior Retirement Plan Advisor

Raleigh

Joined Curi RMB Capital

January 2019

Education

BS in Economics at North Carolina State University

Accreditations

CERTIFIED FINANCIAL PLANNER™

Previous Experience

Defined Contribution Research Team at CAPTRUST Financial Advisors

Bio

Caleb is the Partner, Retirement Plan Advisor at Curi RMB Capital, working closely with business owners to develop a robust workplace retirement savings program for their team. Caleb works to understand the unique structures of an organization to then figure out the company’s optimal retirement savings program through plan design consultation, fiduciary governance oversight, and appropriate investment allocation.

Before joining the Curi Capital team, Caleb was a member of the defined contribution research team at CAPTRUST Financial Advisors. He earned a BS in Economics at North Carolina State University.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.