Caleb Brown
Caleb Brownage 35
Partner, New Planner Recruiting
Sometimes the financial services industry is presented in a less than favorable light. Wolf of Wall Street, anyone?
To thwart such misconceptions for young professionals who want to become financial planners, Caleb Brown began a company that links new advisers with established firms.
Mr. Brown, who recently served a three-year term on the Financial Planning Association’s NexGen leadership committee, built a prominent business on career development in the industry. In the process, he’s placed hundreds of newly minted financial planners into firms.
“I think it’s the greatest profession ever, and I want other people to see it the same way I do,” he said. “For them to see the tremendous joy that you can get and the fulfilling experience from working with people and helping them make financial decisions… there are not really any professions I know of that you can do this.”
When he started his career, firms didn’t want to hire an adviser without a book of business — nobody was on the front lines, building the next generation of talent.
Mr. Brown’s firm aims to “communicate the value proposition of these new financial planners.”
His experience helping younger generations goes beyond the advice field. Mr. Brown volunteers as a basketball coach at an inner-city ministry sports program.
— Alessandra Malito
