Caleb Bjerk, CFP®, EA, ChFC®
Lead Advisor
Department: Advisors
Experience: Wealth Management since 2017
Education: Bachelor’s degree in secondary social studies education from Maranatha Baptist University
As a Lead Advisor, Caleb partners with clients to address their complex, comprehensive financial planning needs. He is deeply committed to helping people live intentionally by aligning their financial decisions with what matters to them most – whether that’s today’s needs, tomorrow’s milestones, or future aspirations.
He finds energy in helping clients navigate completing priorities to try to help them feel assured that their financial future is thoughtfully and strategically prepared for. These values are reflected in Caleb’s own family life, where they prioritize saving wisely, giving generously, and investing in meaningful experiences.
He believes there is no one-size-fits-all formula, just thoughtful choices that reflect each family’s unique values and season of life.
Before transitioning into financial planning, Caleb spent two years as a high school social studies teacher, where he developed a passion for helping others think critically and make informed decisions – skills that continue to shape his approach to financial advising today.
Prior to joining Modern Wealth in March 2025, Caleb spent two and a half years at Wade Financial Advisory, where he provided comprehensive financial planning and earned his Enrolled Agent credential through the IRS. Before that, he served as an Associate Financial Advisor at Northwestern Mutual for five years, earning both his CFP® Professional and Chartered Financial Consultant® designations.
Caleb grew up in Illinois and Wisconsin before moving to Utah in 2021. He currently lives in Ogden, Utah, with his wife, Holly, and their daughters, Elowen and Fiona. He enjoys hiking, camping, fishing, long family walks, jigsaw puzzles, reading, and being an active member of Covenant Grace Church in Syracuse.