Caldara, Wunder, and Associates provides financial advice, guidance, and tools that enable our clients to intentionally pursue their dreams. We assist in mimimizing the risk of our client's future dependency on government or charity. 

We best assist entrepreneurs, professionals, and some retirees  - who all are facing the challenges brought on by success.

We serve our clients, our community, our profession and our country by delivering in three key areas:

Owner Steve Caldara with longtime friend Charlie Wunder











  • Defensive strategies -designed to help you plan for the expected events and prepare for the unexpected ones.
  • Offensive plans specific to your individual situations and concerns. 
  • Engaging a Special Team of  other professionals that we have spent a career qualifying and building relationships with.
Member: National Association of Insurance and Financial Advisors® Million Dollar Roundtable®