Basic Information
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Company
Granite Harbor Advisors -
Phone
832-461-0789 -
Mobile phone
832-465-4746 -
Email
caleb@graniteharbor.com -
Describe How You Would Like To Be Introduced Via Email
Caleb is a CERTIFIED FINANCIAL PLANNER™ at a privately owned, Texas-based, Registered Investment Advisor (RIA) company, Granite Harbor Advisors. -
What is your "why"? Why do you do what you do?
Because money should be a positive topic in someone's life, and not a stressor. It is a gift meant to be joyfully received, utilized intentionally and strategically in a way that grants enthusiasm for life - not fear of it. Personally, it allows me to be available for the things that matter most in life - Kingdom purposes, time with my wife, and time with my kids - in that order. I have clients in almost every industry, and have yet to see anyone who has both the financial means plus the margin on time that I have been gifted with by helping good people do good things, over and over in this profession of financial planning. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are they open to having a strategic financial partner in their corner? Do they have the cell phone number of their current advisor? Does their current advisor work for a bank (Merrill, Wells Fargo), a wire-house (Fidelity, Vanguard), a broker dealer (LPL, Northwestern Mutual), or are they independent like Caleb and his company are - meaning, is your current advisor free from any corporate agendas, higher fees, less options, limited platforms, and inherent biases? -
Unique Selling Proposition
Ability to bring an intentionally sought team of professionals where Granite Harbor is the 'core team' for the client, as we directly vet and accept responsibility to fold in the 'virtual team' from other professionals ongoing as planning needs to be implemented. Unique ability to facilitate fee-based financial planning, and implement the needed client solutions in-house, such as both public and private market investment opportunities, along with brokering sophisticated life insurance and annuity programming. -
About me
Grandson of a pastor, and son of a high school head football coach. Native Texan through and through. Born in San Antonio, moved to Spring in 2001. Played college football in Abilene, TX. Went to the CrossFit regional games twice before switching gears and getting into financial planning in 2015. Married to my wife Aubree since 2013, have 3 kids, and live in the Woodforest community. We worship and serve in leadership roles at Restoration Church Woodforest. Love being in relationships with people who are willing to be emotionally intimate and real about their pursuits. -
Profession
Wealth Advisor -
Title
CERTIFIED FINANCIAL PLANNER™ -
Hobbies and interest
Anything outside. Lifting weights (Bodybuilding show once/year), Golfing (Members at Woodforest GC), Hunting, Fishing, and anything in Texas rivers, lakes, or the ocean. All of this of course after being with my wife and 3 kids, doing things that matter (Church and ministry related), or living out an adventurous lifestyle together as a family and/or with friends. -
Website
www.graniteharbor.com
Contact Information
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City / Town
Montgomery -
State
Texas -
Zip
77316 -
Country
United States -
Special offers to the group
Free lunch or golf with me at Woodforest if bringing a referral with! -
Google Business Review URL
https://www.google.com/search?q=granite+harbor+advisors&sca_esv=20194a33e58774db&sxsrf=AHTn8zr0j8vsn0RDK6v9hBSf-mM9VAR8WA%3A1742615567887&source=hp&ei=DzTeZ-bQM9jD0PEPpcn8kAI&iflsig=ACkRmUkAAAAAZ95CHzfcqRa29vHc3VAvrezWWESwroRR&ved=0ahUKEwimlJvv5JyMAxXYITQIHaUkHyIQ4dUDCBs&uact=5&oq=granite+harbor+advisors&gs_lp=Egdnd3Mtd2l6IhdncmFuaXRlIGhhcmJvciBhZHZpc29yczILEC4YgAQYxwEYrwEyBhAAGBYYHjICECYyCxAAGIAEGIYDGIoFMgsQABiABBiGAxiKBTILEAAYgAQYhgMYigUyCxAAGIAEGIYDGIoFMggQABiABBiiBDIIEAAYogQYiQUyCBAAGKIEGIkFSIsjUABY-yBwAHgAkAEBmAGFA6AB6RWqAQgxNS41LjIuMbgBA8gBAPgBAZgCFqAC6xTCAgsQABiABBixAxiDAcICERAuGIAEGLEDGNEDGIMBGMcBwgIOEC4YgAQYsQMYgwEYigXCAggQABiABBixA8ICBRAAGIAEwgIFEC4YgATCAg4QLhiABBixAxjRAxjHAcICCxAuGIAEGLEDGIMBwgIIEC4YgAQYsQPCAhEQLhiABBixAxiDARjHARivAcICDhAAGIAEGLEDGIMBGIoFwgIIEAAYgAQYkgPCAgsQABiABBiSAxiKBcICCBAAGIAEGMkDmAMAkgcIMTQuNi4xLjGgB6yqArIHCDE0LjYuMS4xuAfrFA&sclient=gws-wiz -
LinkedIn Profile
https://www.linkedin.com/in/caleb-christian-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-1a151b94/
Education
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College / University
Abilene Christian University, Hardin Simmons University -
Graduation Year
2012