Associate Retirement Plan Consultant
Kaeleb Greeley
Kaeleb's EXPERTISE
- Corporate Retirement Plans
- Participant Education
- Investment Management
Kaeleb Greeley joined Aldrich Wealth in 2023. Kaeleb brings expansive financial industry experience, having previously worked as a financial solutions advisor for nearly three years. Additionally, Kaeleb is currently an investment advisor representative.
Kaeleb’s passion for his corporate retirement planning work stems from educating individuals to help them plan for financial success during retirement.
Kaeleb received his bachelor’s in economics and finance from Grand Canyon University, is an investment advisor representative, and previously passed the FINRA Series 7 (general securities) license.
Outside of work, Kaeleb enjoys playing golf and basketball and spending time at the ocean surfing. He also likes expanding his knowledge of food and honing his cooking skills.