Cale Hill is a Financial Wellness Counselor at Creative Planning since February 2022, with prior experience in similar roles at Lockton Companies from November 2020 to February 2022 and C2FO as a Working Capital Advisor in Capital Finance from December 2019 to November 2020. Cale has an extensive background in financial consulting, having served as Vice President and Associate Financial Consultant at Charles Schwab from June 2014 to November 2019, and as an Investment Consultant in National Sales at American Century Investments from June 2010 to June 2014. Cale holds a Bachelor of Arts in Economics from Missouri Western State University, obtained in 2010.
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