Caleb Pepperday, CFP®, ChFC®
Wealth Management for Physician Assistants/Associates | PA-Cs | Fiduciary
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Serving Clients Nationwide
Wealth Management for Physician Assistants/Associates | PA-Cs | Fiduciary
Areas of Focus
- Compensation Planning
- Employee Benefits
- Investing
- Retirement Planning
- Retiring Early (F.I.R.E)
- Taxes
About Caleb Pepperday, CFP®, ChFC®
“As a husband of a Physician Assistant, I know first hand how hard it is to get reliable financial advice tailored to the medical community.” - Caleb PepperdayMy Why
Being the husband of a Physician Associate and the brother of a physician, I noticed something seriously off in the financial planning industry. Physician Associates were getting the short end of the stick while physicians were getting the red carpet treatment.
This fueled my mission to create a solution that filled the gap left by old-school finance, making sure that APPs get the respect and guidance they truly deserve.
I'm on a mission to reshape the financial planning landscape for Physician Associates. By empowering Physician Associates through education and personalized advice, I’ll work to ensure you’ll have the resources needed to take control of your finances and retire on your own terms.
Background and Recognition
As a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), I bring a wealth of expertise to help APPs navigate the complex world of finance.
I'm proud to have been featured in prestigious publications such as CNBC, MarketWatch, Investor’s Business Daily, and others, where I've shared my insights and strategies for budgeting, negotiating employment contracts, and more. I also hold a Bachelor’s Degree in Financial Economics from Juniata College in Huntingdon, Pennsylvania.
You'll find me enjoying the breathtaking landscapes of Montana. Whether it's skiing down the slopes, hiking through scenic trails, or peacefully floating down the Bitterroot River on a Saturday, I believe in embracing the beauty of nature. You might even see me at a Penn State football game in the fall while visiting my family in Pennsylvania. We are!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
Affiliations
- XY Planning Network
Primary Location
2521 Garland Drive, Missoula, MT 59803
Meeting Options
- Video Conference
- Phone
- Webinars
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. In our 30-minute meeting, we'll discuss your financial goals, answer your most pressing questions, and determine if it's a good fit for us to partner together. This is a no-obligation session designed to help you understand your options.Offers Investment Management
Yes
About Advanced Practice Planning, LLC
Advanced Practice Planning is not your typical 'financial advisor'. We're proud to be one of the only firms in the country with services specifically tailored for Physician Assistants/Associates.The APP Difference
✔️ Committed To PAs
We pride ourselves on our deep commitment to serving the financial needs of Physician Assistants/Associates. Our founder is the husband of a Physician Associate and understands firsthand the intricacies of your profession and the financial hurdles you face.
✔️ Personalized Planning
Personal finance is personal. Physician Associates face similar challenges, but that doesn’t mean you deserve a one-size-fits all approach. That’s why each of our clients receive a customized financial plan that fits their goals.
✔️ Transparent Pricing
Unlike traditional financial firms, we operate on a fee-only basis. This means that our only source of compensation is the fee you pay for our services (i.e. no commissions).
✔️ Virtual Service Offering
Advanced Practice Planning, LLC is proud to be a primarily virtual firm, utilizing cutting-edge technology to deliver seamless financial planning services. By leveraging digital platforms and video conferencing, we make it effortless for you to connect with us from the comfort of your own home or office.
Education
Juniata College, Bachelor of Science, Financial Economics
Hobbies and Interests
- Baseball
- Cars
- Exercising
- Family
- Football
- Golf
- Hiking
- Music
- Skiing
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Healthcare Professionals
- Pharmacists
- Physician Assistants
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