My Profile | Network In Action(Financial Planner) Kaleb Whiting's profile
  • Basic Information

  • Company
    Transamerica Financial Advisors, Inc.
  • Phone
    720-560-0368
  • Mobile phone
    720-560-0368
  • Email
    kaleb.whiting@tfaconnect.com
  • Describe How You Would Like To Be Introduced Via Email
    Great email introductions for me include a short personal message on who is being introduced, why you thought we would be a good fit to meet, and a short message of how we know each other.
  • What is your "why"? Why do you do what you do?
    Back in 2009-10 my family, like so many others, were not prepared for the financial, emotional, and mental stressors they faced with the downturn of the economy. Due to this stress, our parents lost their dream home they built, lost all their retirement savings, and had to start from scratch, again. During this time an advisor with Transamerica reached out and offered help. She provided my parents, whom nobody in the industry would talk to, with guidance and solutions on how to get out of the hole they were in. The work she did not only gave my brother and I the ability to go to college, but gave my parents control over their lives again. I have lived through the challenges of not being prepared. I have seen what it can do to a family, and it is my mission to never let anyone go through that again. If they do, I'll be there to give back the gift my family was given so many years ago and help guide them to the future they want.
  • Profession
    Financial and Wealth Manager
  • Title
    Senior Advisor
  • Contact Information

  • City / Town
    Centennial
  • State
    CO
  • Zip
    80209
  • Country
    United States
  • LinkedIn Profile
    https://www.linkedin.com/in/kaleb-whiting-95278397/
  • Education

  • College / University
    Cornell College
  • Graduation Year
    2017