Caleb Bjerk, CFP®, EA, ChFC®

Experience: Wealth management since November 2017

Education: Bachelor’s degree in Secondary Social Studies Education from Maranatha Baptist University (received additional certifications in economics and psychology)

Caleb arrived at Modern Wealth in March 2025 when the firm partnered with Wade Financial Advisory. He assists senior advisors and clients in solving complex comprehensive financial planning issues related to retirement, tax, insurance, college, cash flow, estate, etc. He is passionate about educating clients on how they can work toward their goals and provide piece of mind to know that they have planned for the future of their finances and families.

During his two and a half years at WFA, Caleb obtained his Enrolled Agent designation and focused on providing comprehensive financial planning services to high-net-worth clients. Caleb began his professional career as a social studies teacher before switching to financial services. Prior to joining WFA, he served as an associate financial advisor and earned his CFP® Professional and Chartered Financial Consultant® designations during a five-year stint at Northwestern Mutual. Additionally, Caleb is a member of the Financial Planning Association (FPA) and Utah Association of CPAs (UACPA) and is a regular attendee of Salt Lake Estate Planning Council meetings.

Caleb grew up in the Midwest before moving to Utah in 2021. He currently lives in Ogden, Utah with his wife, Holly, and daughters, Elowen and Fiona. He hopes to go on a lot of family camping trips over the next several years. Caleb enjoys hiking, camping, fishing, going on long walks with his family, the occasional jigsaw puzzle, reading, and being an active member of Covenant Grace Church in Syracuse, Utah.

Caleb’s family focuses on the push and pull of saving money, giving charitably and sacrificially to causes they support, and spending money on things and experiences that truly matter. He believes there is no “right” answer on how much goes to each of those buckets.