Caleb is a CERTIFIED FINANCIAL PLANNER™ certificant, Kolbe CertifiedTM Consultant, and original creator of the FPA Career Day program, which began with the Dallas/ Ft. Worth chapter and subsequently, has been implemented by other FPA chapters across the nation. Throughout Brown's career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full time positions in financial planning as well as the firm owners who hire them. Brown is a frequent speaker on career development topics pertaining to the hiring and successful integration of new planners into financial planning firms. He has been featured in Investment News, NAPFA Advisor, Financial Planning, Financial Advisor, Virtual Office News, FPA Solutions, and the Journal of Financial Planning regarding his efforts to create a career path for up and coming planners.
Caleb is a member of the FPA New Professionals Advisory Council and the Chairman of NexGen, an FPA community for new financial planners. He was named the Next Generation Influencer by Financial Planning magazine for 2012. He is a graduate of the Texas Tech Personal Financial Planning Program and spent over five years in an RIA firm in North Texas helping a sole practitioner transition the firm to an ensemble model.
Paulina earned her B.S. and M.S. in Personal Financial Planning from Texas Tech University. She was previously employed as an Associate Financial Consultant and a Client Service Associate before joining New Planner Recruiting. Although she has enjoyed working in the financial planning industry, she has found her passion lies in helping others find their own calling in the profession.