Foster Financial: Meet VP & Holistic Financial Planner, Caleb Doane
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FORT WAYNE, Ind. (WPTA) - Let’s take some time to get to know Caleb Doane, VP & Holistic Financial Planner at Foster Financial.
As Vice President of Foster Financial, Caleb takes an educational approach to comprehensive financial planning. From start to finish, the process is highly collaborative as he seeks not only to help the client’s financial state but also to develop their broader understanding of financial planning. Identifying how finances, taxes, and legislation all play a part in his clients’ plan leads to long-lasting relationships.
Prior to Foster Financial, Caleb worked in management consulting where he helped advise Fortune 500 companies on their long-term corporate strategy. Over his career, he has gained experience in a variety of industries including finance, insurance, healthcare, and consumer goods. Caleb attended the Ross School of Business at the University of Michigan where he earned a Bachelor’s of Business Administration degree.
“Working at Foster Financial brings together the qualitative aspect of working with wonderful clients and the quantitative aspect of solving financial problems. I’m passionate about serving my clients and making the complex world of financial planning simpler.”
In his free time, Caleb enjoys being with his wife Sarah. You can often find them snowmobiling in the upper peninsula of Michigan, boating on the great lakes, and serving at their local church.
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