Caleb Casto, CFP®
Wealth Advisor
Caleb Casto is a Certified Financial Planner® professional who has served clients in the financial services industry since 2018. He works with individuals, families, and institutions, taking a collaborative approach that brings together each aspect of a client’s financial life into a clear and coordinated plan.
Caleb believes thoughtful planning should evolve as a client’s life, goals, and circumstances change. He works closely with clients to evaluate their strategies, consider a range of possible outcomes, and make informed decisions with greater confidence. His goal is to help ensure each client’s financial resources remain aligned with what matters most to them.
A graduate of West Virginia University with a degree in Mathematics, Caleb began his career in banking, insurance, and financial services, where he held both advisory and leadership roles with Fortune 100 companies. His analytical background continues to shape his approach today, combining careful attention to detail with clear, straightforward communication.
A proud West Virginian, Caleb lives in the Beckley area with his wife and son and is an active member of his church. He also supports educational programs designed to create greater opportunities for disadvantaged young people.
Outside the office, Caleb is an accomplished distance runner who has completed the Boston Marathon and regularly competes in local and regional races. He also enjoys playing golf when his training schedule and family life allow.
Caleb holds Series 6, 63, and 66 registrations and is insurance licensed.
