Meet Caleb Burr, AIF®, BPC®
Caleb is a wealth manager at JL Smith Holistic Wealth Management with over five years of experience who specializes in tax strategy and legacy planning. He's passionate about helping clients keep more of what they've earned and create meaningful plans for passing it on to the people and causes that matter most.
Education & Experience
Caleb earned his Bachelor of Arts in Economics and Psychology from Lafayette College and Master of Business Administration from Youngstown State University. He holds his Series 65 license, Ohio Life and Health license, AIF®, and Bucket Plan Certified® Advisor (BPC) designation. Drawing on his broad educational background, Caleb’s approach combines analytical rigor with a deep understanding of how people make decisions to help clients build wealth and legacy strategies that align with their values and goals.
Get to Know Caleb
Originally from Avon Lake, Caleb now resides in Tremont and takes pride in serving clients throughout Northeast Ohio. When he's not at work, you'll find him on the golf course, playing with his black lab, catching a football game, or enjoying a good movie.