Caleb Nitz, CFP®
Caleb Nitz is the Vice President of Business Development for our partner, Valmark Financial Group. His primary responsibility includes working with existing and potential Member Firms to integrate Valmark’s unique tools, resources and people to help them grow. Previously, Mr. Nitz led Valmark’s Insurance Marketing team, enhancing Member Firm services and delivering on key insurance offerings such as Life Assurance 360™. In addition to his FINRA series 7, 24 and 66 securities registrations, Mr. Nitz is a CERTIFIED FINANCIAL PLANNER™ professional and carries Ohio Life, Health and Variable Insurance licenses. He earned his BBA in Finance and Financial Planning from the University of Akron, Magna Cum Laude, with a Minor in Business Entrepreneurship. Mr. Nitz is a graduate of the Focus Leadership Institute  and is a member of the Association of Advances Life Underwriting. In his free time, he enjoys skiing, bicycling and volunteering with his wife, Hannah.
Certified Financial Planner Board of Standards Inc.(CFP Board) owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.