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Calin Cagliuso
Financial Advisor
Edward Jones - Lake Mary,FL
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones because I disc...... Show More
Location & Business Hours
Tuesday
08:00AM to 04:00PM
Wednesday
08:00AM to 04:00PM
Thursday
08:00AM to 04:00PM
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About
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones because I discovered their core values aligned with mine. I have had an interest in finance from a young age, but it wasn’t until I took a personal finance course at the University of Central Florida that I realized I have a passion for it. I will never forget the professor going over time value of money calculations; showing us examples such as how to pay a mortgage off early, the components of a car loan, how compounding interest really works, and how to use credit cards without paying any interest. My passion for personal finance has continued through the years, leading me to earn my CERTIFIED FINANCIAL PLANNER® certification.I partner with my clients in a way that is approachable and open for people to express themselves, ask questions and learn. I also partner with your local professionals such as your tax specialist or estate attorney to ensure your finances are in check from top to bottom. I am passionate about delivering financial education to the community and helping my clients obtain their needs, wants and wishes. When I am not in the office, I am spending quality time with my family and my fiancé, Ian. I love to travel to new places, whether it's the Swiss Alps or checking out a new coffee shop the next town over. It's also important to me to serve my community, which I do through volunteer opportunities with Edward Jones and my church, and through being a board member of the UCF Alumni Council. I'm also a new golfer which has been a delight for any of my friends and family who've gotten to watch (and laugh at) me on the course.Here are some questions for you to consider: Have your plans for retirement changed lately? Do you know how much money you’ll need each month in retirement? Has your employment situation changed? Have you thought about your insurance needs? By looking at the big picture now, we can help you make sure you’ll spend retirement on your terms and with as few surprises as possible. If you would like to discuss your personal financial situation with me, please call my office at 407-638-8111 to schedule time for us to talk. Together, we can work toward getting you to where you want to go.
Specialities
Business Retirement Plans
Entrepreneurs & Business Owners
Portfolio Reviews
Retirement Income Strategies
Retirement Savings Strategies
Insurance & Annuities
wealth strategies
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FAQs
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What organization is Calin Cagliuso associated with?
Calin Cagliuso is associated with Edward Jones.
What is Calin Cagliuso’s work email address?
Calin Cagliuso’s professional email address is c************o@e**********.com. You can also email Calin Cagliuso by clicking on the contact Calin Cagliuso.
Where is Calin Cagliuso based out of?
Calin Cagliuso’s primary location is Lake Mary, FL.
What is Calin Cagliuso's phone number?
Calin Cagliuso's phone number is (407) 638-8111
What is Calin Cagliuso's title??
Calin Cagliuso is a Financial Advisor.