Caleb ‘Chip’ Casto

Wealth Advisor

Caleb has been in the financial services industry since 2018. Focusing on private client and institutional advisory and consulting services, he emphasizes collaborative wealth management by integrating every aspect of your financial life into a comprehensive, actionable plan. Caleb believes every day is to be used as an opportunity to ensure your money is working hard for you. For him, nothing is a standard or a set-it-and-forget-it approach. Caleb believes that your long-term growth and security needs to be continually mapped so that you can prosper in any market condition.

He dedicates time to educational programs that help to elevate disadvantaged young people and is an avid competitor in local and regional athletic events.

Caleb holds Series 6, 63, and 66 registrations and is insurance licensed.

A graduate of West Virginia University with a Mathematics degree, his career has blended sales and advisory roles in banking, insurance, and financial services in Fortune 100 corporations.

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