Caleb Sanderson, CFP®, is a Partner and Retirement Plan Advisor at Curi Capital, where responsibilities include serving as Lead Financial Advisor for both institutional and personal wealth clients, providing independent fiduciary advice, and consulting on retirement plan design. Known for a client-centric approach, daily tasks involve one-on-one meetings with plan participants and relationship building with potential clients. Previously at CAPTRUST, Caleb focused on retirement plan RFPs and served as a subject matter expert on recordkeepers. Earlier experience includes roles as a Research Associate at the North Carolina FreeEnterprise Foundation and internships with the North Carolina General Assembly and the same foundation. Caleb holds a Bachelor of Science in Economics from North Carolina State University and a Bachelor's degree in Economics from the University of Leeds.
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