Caleb Pepperday, CFP®
As Wealth Advisor, Caleb works with clients to develop, implement and monitor tailored investment management and financial planning. He is driven by a passion to educate individuals and families to make the best decisions for their financial futures.
Prior to joining JFS Wealth Advisors, Caleb was as a financial planner at DSF Wealth Management Group where he worked with clients on developing their financial plans. In 2018, he earned a Bachelor of Science degree in Financial Economics with a minor in Politics from Juniata College. After acquiring both Series 7 and 66 licenses, Caleb committed to his career in the financial services industry by earning his CERTIFIED FINANCIAL PLANNER™ certification in 2021.
An avid skier and Penn State football fan, Caleb and his wife, Rachael, reside in Ross Township with their rescue dog, a chocolate Labrador named Ruby.