Caleb Sturgis, CFP®

Questioner
DISC Type : c

Advisor at Clarity Wealth

Gainesville Metropolitan Area, United States

Overview

Caleb Sturgis is a CERTIFIED FINANCIAL PLANNER® at Clarity Wealth, leveraging his experience as a former NFL kicker to guide clients through significant life transitions. A two-time All-American at the University of Florida, where he also earned his masters degree, he now focuses on creating unique financial plans for professionals, retirees, and business owners.

Outside of work, Caleb is a family man who enjoys spending time with his wife and three daughters. He stays active with pickleball and is an avid supporter of Florida Gator sports. Originally from St. Augustine, he now considers Gainesville his home and is deeply integrated into the local community.

Unique fact: Caleb transitioned from a six-season career as a record-setting kicker in the NFL to a financial advisor after discovering his passion for investing.

Personality Overview

Not Easily Convinced

Value Seeker

Cautious & Analytical

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Athlete Career Transitions
He personally navigated the financial and emotional transition away from professional football and now helps clients manage similar complex life changes.
Holistic Financial Planning
He believes financial plans should be as unique as the people they are for, building customized strategies based on individual goals, values, and strengths.
Strategic Philanthropy
He has shared insights on smart giving strategies and how changes to tax rules can be incorporated into effective charitable giving plans.

Media Appearances

Caleb has no verified media appearances

Work History

7-2025
Advisor at Clarity Wealth
1-2022 - 12-2022
Recruiter at Amazon
5-2021 - 1-2025
Real Estate Agent at BHGRE Commercial TG
4-2018 - 12-2018
Professional Athlete at Los Angeles Chargers
9-2015 - 2-2018
Professional Athlete at Philadelphia Eagles

Education

Personal and Family Financial Planning from University of Florida
6-2011 - 12-2012
Master's degree from University of Florida

More Information

Social Presence :

Prographics :

Exp : 7 Location : Gainesville Metropolitan Area, United States Job Level : N/A Designation : Advisor at Clarity Wealth
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Insights For Selling To Caleb

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Caleb is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Caleb

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Caleb move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Caleb take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Caleb

Personality Compatibility


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