Cal Christopher Cacciaguida
Investment adviser representative at Sterling Financial Planning Inc
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$760.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Sterling Financial Planning IncJul 2023 to now
- Summit Financial, LLCDec 2018 to Jun 2023
- Purshe Kaplan Sterling InvestmentsOct 2018 to Jun 2023
- Summit Equities, Inc.Sep 2018 to Oct 2018
- Allied Wealth PartnersJul 2018 to Aug 2018
- Minnesota Life Insurance CoJul 2018 to Aug 2018
- Securian Financial Services IncJul 2018 to Aug 2018
- Morgan StanleySep 2016 to Jan 2018
- Ramapo College of New JerseySep 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Sterling Financial Planning Inc
$760.8MAssets managed
578Clients
8Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6690980
- Firm CRD
- 108664