Kaleb Paddock, CFP® Ten Talents Financial Planning, LLC
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!)
- Christian Faith Based
- Gen X
- Medical Professionals
- Offers Free Assistance to Furloughed Government Workers
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
- Flat Fee: $1,500+/one-time planning fee
- Monthly Fee: $149+/mo.
- AUM: 1%
- Hourly: $250/hour