Our financial advice team

Caleb Bogia Curles, Associate Financial Advisor serving the Elizabethtown, PA area - Ameriprise Advisors

Caleb Bogia Curles

Associate Financial Advisor

Liberty Wealth Advisory Group
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Charitable Giving
  • Small Business
  • Estate Planning Strategies
  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Income Strategies
  • Investment Management
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Insurance
  • Sustainable and Responsible Investing
  • Family Finances
  • Wealth Preservation Strategies
  • Intergenerational Planning

Education

  • Lancaster Bible College, BA in Pre-Seminary (Pastoral Ministry)
  • Delaware Military Academy, Diploma with Honors, Cadet Lieutenant JROTC

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Professionals International's Global Footprint
Professionals International's Global Footprint

Interests

I like to spend as much time as possible with my wife and four kids, aged four and under. Life can be really busy... With what little free time I have, I get most excited about non-profit work to advance the cause of human flourishing in my local community and hard to reach places around the world stricken with poverty. When I tend to my own flourishing, it usually involves eating clean and exercising, and sometimes golf if I'm lucky.

My photos

1 albums
close

Connect with us

Caleb Bogia Curles may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2005-2024 Ameriprise Financial, Inc. All rights reserved.