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.
Operations & Compliance Manager
Joseph is a general administrative and financial professional who fills a variety of roles at CWA. He constructs financial plans for advisory clients and performs general clerical work. Joseph also manages the CWA website and produces...
Accounting and Bookkeeper
Steve Caldara founded Caldara, Wunder and Associates in 1996; and has over 26 years of experience in the insurance and financial services industries. He named the company after deceased family friend Charlie Wunder. Steve is...