Alan Caldwell, CFP®, AFC On Track to Retire LLC
- 7123 Sonya Dr., Nashville, TN 37209
- (615) 788-1415
About Alan Caldwell, CFP®, AFC
Financial planning/coaching practice since 2017
Worked as a financial coach for non-profits in Chicago and Detroit
Worked with over 100 clients, coaching and financial planning
24 years at Ford Motor Company, in finance management positions
Certified Financial Planner, CFP®
Registered Investment Advisor
Accredited Financial Counselor, AFC®
MBA, Finance, University of Michigan
Professional Studies, CFP® Program, Northwestern University
Member NAPFA, XYPN and AFCPE
I am passionate about financial planning! I very much enjoy meeting with clients, learning about their goals, discussing and analyzing options together, and helping clients achieve their objectives.
I am married, with two children, and four grandchildren. Life is good!
I am an avid runner. I’ve completed many marathons.