Caleb Volpei

Caleb Volpei is an experienced business development professional currently serving as a Retirement Plan Consultant at Ascensus, where they manage a diverse portfolio of employer-sponsored retirement plans. Previously, they held positions at Charles Schwab as a Senior Client Service Manager, ensuring operational integrity for benefit plans, and at New Life Community Church Artesia as Board Chair, focusing on strategic oversight and community impact. With a background as Director of Operations at CMRE Financial Services and Financial Planner at TD, Caleb has consistently demonstrated a commitment to client-focused service and operational excellence. Caleb earned a Bachelor's degree in Business Administration and Management with a focus on Organizational Psychology from Vanguard University of Southern California.