Caleb Hall

Caleb Hall: Email & Phone Number

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Paraplanner at Geometric Wealth Advisors|Eugene, Oregon, United States

Position:

Paraplanner at Geometric Wealth Advisors

Location:

Eugene, Oregon, United States

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Last updated: 2026-09-11
Updated: 2026-09-11

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Work Experience 4 years

Paraplanner at Geometric Wealth Advisors

Sep 2026 - Current

Private Client Advisor at Key Investment Services

Oct 2025 - Aug 2026

APDP at Key Investment Services

Jul 2025 - Oct 2025

Peer Mentor at Center for Advancing Financial Education (OSU)

Aug 2023 - Jun 2025

Education Chair at Investment Group at Oregon State

Mar 2024 - Mar 2025

Analyst at Investment Group at Oregon State

Apr 2023 - Mar 2024

Summer Intern at Brighton Jones

Jun 2024 - Aug 2024

Ecampus Project Dev at Oregon State University

Jun 2022 - Aug 2023

Caleb Hall started working in 2022, then the employee has changed 5 companies and 7 jobs. On average, Caleb Hall works for one company for 9 months.

Their professional focus is Analytical Skills, Client Relations, and Data Analysis across 3 core areas.

Caleb holds Series 66, Series 7, and Securities Industry Essentials (SIE) certifications.

Education

Finance at Oregon State University College of Business

Skills

Data Analysis, Analytical Skills, Client Relations

Caleb Hall Namesakes

Name
Company
Position
Caleb Hall
Greenleaf Filtration, LLC
Warehouse Manager
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Caleb Hall
Network Engineer
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Caleb Hall
Operations Supervisor
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