Caleb Huftalin, CFP® serves clients by specializing in tax planning, tax mitigation, and alternative investments for accredited investors. He provides objective, comprehensive financial advice at Catalyst Wealth Management through an emphasis on unique investment management strategies with a proven track record. “I’m committed to bringing quality ideas and extensive due diligence to clients in simple form. Most financial strategies are straightforward, but whether plain or multifaceted and cutting edge, ideas aren’t a fit until understood very transparently.”
Since 2004, Caleb has experience as an institutional level portfolio performance analyst, health insurance specialist, and holistic financial planner. He’s uniquely qualified to help families and individuals understand the financial decisions they face at each stage in life. In addition to completing the rigorous education and experience requirements, he obtained the CERTIFIED FINANCIAL PLANNER™ designation. As a health insurance agent specializing in small business owners, he helped clients in more than 55 counties across Georgia, North Carolina, and South Carolina. He also has experience managing multiple residential properties since 2007.