Kaleb Paddock, CFP® Ten Talents Financial Planning, LLC

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About Kaleb Paddock, CFP®

I grew up the oldest of six children in historic Grass Valley, California. To pay for college at The Master’s University, I started a math tutoring business during my freshman year. Four years later, I graduated with a degree in Finance (and a minor in running a small business).

Shortly after graduation, I worked for a third party administrator designing 401(k) plans for business owners. While designing those plans, I identified a tremendous need for comprehensive, fiduciary financial advice. To meet that need, I decided to pursue a career in financial planning.

I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and my firm is an investment advisor registered in Colorado. I’m also a member of the Financial Planning Association (FPA) and the XY Planning Network.

My wife, our two young sons, and I live in beautiful Parker, Colorado. When I’m not crafting financial plans, I enjoy playing basketball, actively participating in our local church, going on family hikes, coaching youth sports, and eating at Jersey Mike’s. (#13 all the way!)

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Ideal Clients

  • Christian Faith Based
  • Gen X
  • Medical Professionals
  • Offers Free Assistance to Furloughed Government Workers

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $1,500+/one-time planning fee
  • Monthly Fee: $149+/mo.
  • AUM: 1%
  • Hourly: $250/hour

SEC Records

States Registered

  • California
  • Colorado

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