2444 East Southern Avenue
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
President of Caldwell Financial
Debra Caldwell has been serving clients in the Finance, Insurance, and Benefits industry for over 40 years, beginning with Mutual of Omaha in 1980 and founding Caldwell Financial, Inc. in 1992. She currently holds several securities registrations and is a licensed insurance agent, allowing her to present creative health, life, disability, and long-term care strategies, along with annuities.
Debra specializes in comprehensive financial planning, which includes retirement planning, estate planning, and risk management. She takes care in identifying the needs of her clients and presenting unique solutions to help them achieve their goals.
In addition to her work as a financial advisor, Debra is a passionate advocate for crime victims, formerly serving as a Board Member of the Restitution Board for the Arizona Justice Corporation Commission, a member of the Community Advisory Board for the Arizona Department of Juvenile Corrections, a member of the Community Advisory Board for the Arizona Department of Corrections, and an Advisory Member of POMC (Parents of Murdered Children).
As a natural outflow of her experience and advocacy, she established the J.D. Caldwell Foundation, and has assisted several Maricopa County Attorney and State of Arizona Attorney General candidates in their campaigns. She has also spoken on behalf of victims’ rights to the House and Senate.
It’s not all about work, however. Debra is also an avid sports enthusiast. If she’s not assisting her clients or advocating for victims’ rights, you can find her on the Pickle Ball court, the dance floor, or training for her next running and cycling duathalon.
She is tireless in all her pursuits, living by the motto ‘work hard, play hard,’ and she is willing to work tirelessly for you!
Senior Director of Client Experiences
Alison Gearhart has been in the insurance & financial industry for over 20-years. She specializes in managing the day-to-day operations of our business while delivering exceptional client service. She thrives on building healthy, long-term relationships and truly values the relationships she develops. In her role, she acts as the primary point of contact for our clients, which gives Debra time to do the financial planning work necessary to help our clients pursue their financial goals. Alison values lifelong learning and empowering others with information. Her willingness to take on tasks and challenges makes her a valuable asset to the team.
Outside of the office, Alison and her husband Shannon enjoy spending family-time with their five children doing everything from camping to fishing to just sitting down and playing a board game.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.