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Mike Caulkins

Phone 408-622-4798
Mobile Number 408-420-7937

Mike Caulkins
LPL Financial
1777 Hamilton Ave. # 1040
San Jose, CA 95125

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Mike Caulkins

LPL Financial
Chapter: Premiere

Financial, Certified Financial Planner

My BusinessCertified Financial Planner in Campbell. Securities licensed for over 15 years, retired military and Pro-Bono director for the SV Financial Planning Association. Disciplined with my approach to planning and investing.

Ideal Referral50 year old + who has had a good career and looking towards retirement

Top ProductMoney management through a variety of investments

Top Problem Solvedcash flow when someone has lost a loved one who was a bread winner

My Favorite BNI Storygetting introductions to people and helping with those future goals

My Ideal Referral PartnerA trust attorney and tax advisor