Caleb Allan Bell

Employer firm

Life Wise Planning Group LLC CRD 327236

$55.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 08/2018
  Triguard Management Llc
  Irvine, CA
• 08/2013 → 08/2020
  Full Time Student
  Phoenix, AZ
• 09/2020 → 04/2022
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 04/2022 → 06/2024
  Life Wise Planning Group Llc
  Scottsdale, AZ
• 06/2024 → Present
  Life Wise Planning Group Llc
  Scottsdale, AZ

Other Businesses

Palivon - Investment Related - Financial Planning Firm – Business Consulting – Owner/Operator - Started 04/07/2026 - 60 Hours Per Month/ 17.5 Hours During Securities Trading – My duties involve helping RIA firms and professional service clients to their streamline their operations; I will not be providing investment advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-31
• S63 Uniform Securities Agent State Law Examination
  2020-09-23