When the pandemic disrupted the live events industry, I took it as a chance to pivot toward what I now see as my true calling, helping people build lasting financial legacies. The skills that once fueled my success as an entrepreneur strategic thinking, relationship-building, and guiding people through life’s defining moments naturally translated into financial planning.

As a Certified Financial Planner™, I specialize in inheritance planning, legacy design, and generational wealth strategies. My mission is simple: to give families and business owners clarity, confidence, and control over the future their building not just for themselves, but for generations to come.

With experience at both boutique and national firms across New York and Florida, I’ve supported clients at every stage of wealth building and preservation. What drives me most is knowing the work we do today will echo far beyond one lifetime.

If you’re ready to secure your legacy and create a foundation of generational wealth, let’s connect. Together, we can turn your vision into a lasting impact. 

Chase L. Caldwell is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory office: 4830 W Kennedy Blvd Suite 800, Tampa, FL, 33609, (813) 286-2280. CRN202805-8760069

 

 

 

 

Education

Full Sail University, American College of Financial Services

Hobbies

Boating, Music, DJing, Uconn, Networking, Lexus, Tampa Bay Ray's, F-45, and Entrepreneurship

Affiliations & Memberships

Financial Industry Regulatory Authority, Inc. (FINRA, Financial Planning Association (FPA), Business Networking international (BNI), Prosperity In Networking (PING) National Association of Plan Advisors (NAPA) Certified Financial Planner (CFP Board)

Community Involvement

Chapel.cc Trinity, West Pasco Business Association, Metro Ministries, and Upper Tampa Bay Chamber