Cal Christopher Cacciaguida

Employer firm

Sterling Financial Planning Inc CRD 108664

$761M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• ADVICE ON MATTERS NOT INVOLVING SECURITIES.

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

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

Current Employers

Employment History

• 07/2018 → 08/2018
  Securian Financial Services Inc
  St. Paul, MN
• 07/2018 → 08/2018
  Minnesota Life Insurance Co
  St. Paul, MN
• 07/2018 → 08/2018
  Allied Wealth Partners
  Parsippany, NJ
• 09/2016 → 01/2018
  Morgan Stanley
  Florham Park, NJ
• 09/2014 → 05/2018
  Ramapo College Of New Jersey
  Mahwah, NJ
• 09/2018 → 10/2018
  Summit Equities, Inc.
  Parsippany, NJ
• 10/2018 → 06/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/2018 → 06/2023
  Summit Financial, Llc
  Parsippany, NJ
• 07/2023 → Present
  Sterling Financial Planning Inc
  Sparta, NJ

Previous Registrations

• 2018-12-21 → 2023-06-30
  Summit Financial, Llc
  Parsippany, NJ
• 2018-12-12 → 2018-12-21
  Summit Equities, Inc.
  Parsippany, NJ

Exams

• S66 Uniform Combined State Law Examination
  2018-12-03

Designations

• Certified Financial Planner

Other Names

• Cal Christopher Cacciaguida
• Cal C Cacciaguida
• Cal Cacciaguida