True North Advisors
Caleb Clasen has a diverse work experience starting in 2016 as a Busser/Waiter at Golfcrest Country Club. Caleb then worked as a Guest Services Associate at Topgolf from September 2019 to April 2020. In 2018, Caleb started working as an Electrical Apprentice at McDonald Electric Inc., where they gained experience until May 2021. Simultaneously, they interned at Texas Bay Credit Union from May to August 2021. Caleb then joined Fisher Investments in September 2021 as a Junior US Private Client Group Associate and later transitioned to the role of Client Services Operations Specialist from May to July 2022. Presently, Caleb is working at True North Advisors as a Client Operations Analyst from July 2022.
Caleb Clasen obtained their High School Diploma with a STEM Endorsement from Friendswood High School, where they studied from 2014 to 2018. Following that, they pursued a Bachelor of Science degree in Finance at The University of Texas at Dallas from 2018 to 2022. In addition to their formal education, Caleb also obtained several certifications, including Learning LinkedIn for Students from LinkedIn in September 2020, ServSafe Food Handler from Learn2Serve in September 2019, and Electrical Apprentice from the Texas Department of Licensing and Regulation in May 2019.
True North Advisors
True North Advisors is made up of skilled and caring individuals who are committed to an independent, client-centric approach to managing wealth. Our team is experienced and credentialed in both financial planning and portfolio management. We come together from different backgrounds and with different strengths to serve our clients’ needs in astrategic and proactive way. Our expert wealth advisors design highly customized, holistic financial plans that are uniquely focused on what matters most to you. Our team works in tandem with you, your estate planner and/or your CPA. Our disciplined, long-term approach has the flexibility to adapt to your circumstances as they change. It is, in essence, a financial roadmap to help you reach your goals. It is your True North, and we provide the expertise and financial vehicles to get you there. Our Investment Team builds global, diversified, multi-asset class portfolios with broad exposure to equities, fixed income, real assets, hedge funds and private equity investments. Our value-oriented approach allows us to be opportunistic when valuations are cheap, and defensive when they are expensive. We use a functional asset class framework to build portfolios that categorizes investments by their objective rather than by traditional asset class definitions. We provide advice that’s inspired by aspirations, not sales commissions.