Topline | Cal Willis

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Cal Willis

President at Cal Willis Wealth Management, LLC.

Intro Book

Seasoned financial professional with expertise in financial planning and business owner planning.

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Location

Albuquerque-Santa Fe Metropolitan Are...

Skills

Financial Planning
Financial Goals
Business Owner Planning
401 Retirement Savings Plans
Personal Finance
Retirement Planning
Asset Allocation
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Cal Willis has over 40 years of experience in the financial industry, with a Master of Business Administration (MBA) from Xavier University. He has held various leadership roles, including President of Cal Willis Wealth Management, LLC. His experience in financial planning, business owner planning, and leadership positions are highly valued. The average salary for a financial advisor in the Albuquerque-Santa Fe Metropolitan Area is around $80,000 per year, but considering Cal’s level of experience and education, his rate could be significantly higher. Let’s look at some benchmarks. A financial advisor with Cal’s experience and education could earn upwards of $200-$300 per hour. However, considering the local market and his current role as President of his own company, I would estimate his hourly rate to be around $250.

Bio

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Topline AI

Cal Willis is a seasoned financial professional with over 40 years of experience in financial planning, business owner planning, and leadership roles. He has a Master of Business Administration (MBA) from Xavier University and has worked at various prominent companies, including Edward Jones and Bristol Myers Squibb. Currently, he is the President of Cal Willis Wealth Management, LLC.

Experience

Cal Willis Wealth Management, LLC.
- Albuquerque, New Mexico, United States
- President
  - Oct 2020 - Present
  - Albuquerque, New Mexico, United States
E.K. Riley Investments, LLC
- Financial Advisor
  - May 2017 - Oct 2020
Edward Jones
- United States
- Financial Advisor
  - Oct 1996 - May 2017
  - United States
Pezrow Non Foods
- United States
- Vice President Sales
  - Apr 1993 - Sep 1996
  - United States
Bristol Myers Squibb
- United States
- Division Sales Manager
  - Jun 1975 - Apr 1993
  - United States

Education

1977 - 1979

Xavier University

1977 - 1979
Xavier University - Williams College of Business

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Cal Willis

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate