Isaac Caldwell

Associate Financial Planner


When did you first become interested in Finance?

My grandfather introduced me to the stock market at age 16 and that is my interest changed from general mathematics and numbers into a narrowed focus of finance and financial planning.

What is your favorite part of what you do at FWP?

The privilege to interact with clients and develop strategies with the team to enhance both the Kingdom and our clients’ lives is what I find so unique and fulfilling about FWP.

Do you have any unique hobbies?

I enjoy playing basketball, traveling with friends and family, keeping up with Philadelphia sports teams, and building and fixing furniture.

Do you have a favorite Bible Verse or Quote?

II Kings 23:3 This passage has been an inspiration and call to action for me. In this passage, King Josiah gathers all the people in the city and rededicates the kingdom of Judah to the Lord after years and years of the Israelite people rejecting God. Josiah went against the norm of the day and used his platform to radically alter his people’s course and return to God.

What books can we find on your bookshelf?

Some of my favorites are Kingdom Man (Evans), Better Decisions, Fewer Regrets (Stanley), Business for the Glory of God (Grudem), and The Pyramid of Success (Wooden).

Which one of the FWP Values means the most to you & why?

Our core value of Passion speaks to why I love FWP and the people here. Each of us, even though we have varying roles and personalities, are passionate about serving our clients to the best of our abilities for the God’s glory.

 

Qualifications

  • BS in Financial Planning, Liberty University