Valmark Financial Group
Caleb Nitz, CFP has extensive work experience in the financial services industry. Caleb currently serves as the Vice President of Business Development at ValMark Financial Group, a position they have held since February 2017. Prior to this role, Caleb worked at ValMark Securities, where they held various positions including Vice President of Insurance Marketing, Director of Investment Marketing, and Analyst of Investment Marketing. Caleb'stenure at ValMark Securities spanned from January 2009 to December 2013.
Caleb Nitz, CFP holds a Bachelor's degree in Finance with a concentration in financial services. Caleb obtained this degree from The University of Akron, where they studied from 2004 to 2008. In addition to their degree, Caleb also holds certifications including Certified Financial Planner, CFP, and FINRA Series 7, 24, 66, & Life and Health Insurance License. No further information about the institutions or the specific years of obtaining these certifications is provided.
Valmark Financial Group
Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry’s top tier of financial advisors. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.