Caleb Wetherbee

Planning Associate

980.701.2303
980.701.2303
Caleb.Wetherbee@signaturefd.com

My Net Worthwhile® is guiding individuals and families to make wise, intentional financial decisions that align their money with their values and long-term goals.

As a Planning Associate, Caleb is committed to helping clients organize, manage, and grow their wealth with clarity and confidence. His responsibilities include creating net worth statements, cash flow projections, education analyses, Social Security analyses, and retirement and savings strategies. He takes a personalized approach that goes beyond the numbers, focusing on each client’s unique goals, priorities, and challenges.

Caleb’s professional expertise includes retirement planning, tax strategy, employee compensation planning, and estate planning. By combining a strong interest in investments with a commitment to building long-term client relationships, Caleb is able to make a meaningful impact in the lives of those he serves.

Caleb earned his Bachelor of Science in Finance from Auburn University and is currently pursuing the Certified Financial Planner designation.

Outside of work, Caleb is active in his local church and an avid fisherman who enjoys both fresh and saltwater angling. He also stays active through basketball and pickleball, and he is a proud Auburn basketball fan.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.