Caleb Brown, MBA, CFP®
Co-Founder at Planning Zoo- Claim this Profile
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Bio
Daniel Sciarretta
I was very impressed with many aspects of the process at New Planner Recruiting, LLC. The most valuable part to me was the business development side for the candidates. I felt that my resume writing, interview skills, and confidence to speak with potential employers greatly improved from beginning to end. Caleb has a great ability to grasp the strengths and weaknesses of each candidate. He would consistently provide me with insight about where I was excelling and tips on how to improve in other areas. Overall, I was completely satisfied with the recruitment process and feel that I was connected with a firm and position that is a really good fit for me. I would strongly recommend others to explore New Planner Recruitment, LLC as a place to launch your career in financial planning. Dan Sciarretta San Diego State University, Financial Services
Alan R. Menase, CFP®
It has been an honor and a privilege to meet and work with Caleb Brown. Having worked as a Planner, Caleb is able to effectively leverage his experience in the profession to understand what a candidate is looking for in a job. Moreover, his calming personality makes you feel comfortable and he is always encouraging and positive. I appreciated the fact that Caleb did not want to place me at just any firm that had an opening. Caleb is very patient and he took the time to really listen to me to ensure that he placed me at a firm that would best position me for my long term success. It is without hesitation that I highly recommend working with Caleb Brown.
Daniel Sciarretta
I was very impressed with many aspects of the process at New Planner Recruiting, LLC. The most valuable part to me was the business development side for the candidates. I felt that my resume writing, interview skills, and confidence to speak with potential employers greatly improved from beginning to end. Caleb has a great ability to grasp the strengths and weaknesses of each candidate. He would consistently provide me with insight about where I was excelling and tips on how to improve in other areas. Overall, I was completely satisfied with the recruitment process and feel that I was connected with a firm and position that is a really good fit for me. I would strongly recommend others to explore New Planner Recruitment, LLC as a place to launch your career in financial planning. Dan Sciarretta San Diego State University, Financial Services
Alan R. Menase, CFP®
It has been an honor and a privilege to meet and work with Caleb Brown. Having worked as a Planner, Caleb is able to effectively leverage his experience in the profession to understand what a candidate is looking for in a job. Moreover, his calming personality makes you feel comfortable and he is always encouraging and positive. I appreciated the fact that Caleb did not want to place me at just any firm that had an opening. Caleb is very patient and he took the time to really listen to me to ensure that he placed me at a firm that would best position me for my long term success. It is without hesitation that I highly recommend working with Caleb Brown.
Daniel Sciarretta
I was very impressed with many aspects of the process at New Planner Recruiting, LLC. The most valuable part to me was the business development side for the candidates. I felt that my resume writing, interview skills, and confidence to speak with potential employers greatly improved from beginning to end. Caleb has a great ability to grasp the strengths and weaknesses of each candidate. He would consistently provide me with insight about where I was excelling and tips on how to improve in other areas. Overall, I was completely satisfied with the recruitment process and feel that I was connected with a firm and position that is a really good fit for me. I would strongly recommend others to explore New Planner Recruitment, LLC as a place to launch your career in financial planning. Dan Sciarretta San Diego State University, Financial Services
Alan R. Menase, CFP®
It has been an honor and a privilege to meet and work with Caleb Brown. Having worked as a Planner, Caleb is able to effectively leverage his experience in the profession to understand what a candidate is looking for in a job. Moreover, his calming personality makes you feel comfortable and he is always encouraging and positive. I appreciated the fact that Caleb did not want to place me at just any firm that had an opening. Caleb is very patient and he took the time to really listen to me to ensure that he placed me at a firm that would best position me for my long term success. It is without hesitation that I highly recommend working with Caleb Brown.
Daniel Sciarretta
I was very impressed with many aspects of the process at New Planner Recruiting, LLC. The most valuable part to me was the business development side for the candidates. I felt that my resume writing, interview skills, and confidence to speak with potential employers greatly improved from beginning to end. Caleb has a great ability to grasp the strengths and weaknesses of each candidate. He would consistently provide me with insight about where I was excelling and tips on how to improve in other areas. Overall, I was completely satisfied with the recruitment process and feel that I was connected with a firm and position that is a really good fit for me. I would strongly recommend others to explore New Planner Recruitment, LLC as a place to launch your career in financial planning. Dan Sciarretta San Diego State University, Financial Services
Alan R. Menase, CFP®
It has been an honor and a privilege to meet and work with Caleb Brown. Having worked as a Planner, Caleb is able to effectively leverage his experience in the profession to understand what a candidate is looking for in a job. Moreover, his calming personality makes you feel comfortable and he is always encouraging and positive. I appreciated the fact that Caleb did not want to place me at just any firm that had an opening. Caleb is very patient and he took the time to really listen to me to ensure that he placed me at a firm that would best position me for my long term success. It is without hesitation that I highly recommend working with Caleb Brown.
Experience
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Planning Zoo
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Financial Services
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1 - 100 Employee
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Co-Founder
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Jun 2022 - Present
Nurturing the financial planning profession by providing data entry services for growing firms and experience for new planners. Nurturing the financial planning profession by providing data entry services for growing firms and experience for new planners.
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New Planner Recruiting, LLC
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United States
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Financial Services
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1 - 100 Employee
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Podcast Host for The New Planner Podcast
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Oct 2020 - Present
New Planner Podcast - Where New Financial Planners learn how to successfully enter the financial planning profession and accelerate their careers. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help New Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes at https://newplannerrecruiting.com/category/podcast/
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CEO & Co-Founder
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Feb 2009 - Present
Recruiting professional placing tomorrow's new financial planners within today's financial planning firms nationwide.If you are a firm owner looking for assistance with hiring or a new planner looking to enter the independent wealth management industry, we invite you to visit us at www.newplannerrecruiting.com
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The University of Georgia
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Higher Education
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700 & Above Employee
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Adjunct Faculty Member
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Jan 2016 - Present
I teach the Practice Management FHCE 4250 Course for the University of Georgia Financial Planning Program. Students in my course will be exposed to the issues surrounding the practice of financial planning. Including but not limited to a brief history of the profession, organizations related to the profession, business and service models, ethics and practice standards, human capital management, technology, marketing, succession and continuity planning, and the future of the profession. I teach the Practice Management FHCE 4250 Course for the University of Georgia Financial Planning Program. Students in my course will be exposed to the issues surrounding the practice of financial planning. Including but not limited to a brief history of the profession, organizations related to the profession, business and service models, ethics and practice standards, human capital management, technology, marketing, succession and continuity planning, and the future of the profession.
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Financial Planner
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2009 - Present
Fee-Only financial planning for a select group of clients. Fee-Only financial planning for a select group of clients.
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Volunteer
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2002 - Present
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FPA NexGen Leadership Committee
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Jan 2011 - Dec 2013
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Financial Planner
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Aug 2003 - Dec 2008
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Education
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1998 - 2002
Texas Tech University
Bachelor of Science (B.S.), Family Financial Planning -
2008 - 2009
The University of Texas at Dallas
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Texas Woman's University
Master of Business Administration (MBA), Business
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