Cal was born to a lineage of people looking to help others - from social workers to lawyers, he knew he wanted to do work that helped people and their families. Today his focus is on relieving the stress and anxiety around people’s finances by using plain English and simple concepts to provide some clarity to people’s lives. Together with his clients, he works hand in hand in helping them understand their current situation, to identify their goals for the future, and to come up with a strategy to get them there.
At Fortune Financial, our team specializes in risk protection strategies, investment management, and personalized financial planning. We strive to build lasting relationships with our clients, so that when needed, they have a trusted advocate they can rely on.
- B.A. in Economics at the University of Minnesota, Twin Cities
- FINRA Series 7 and Series 66 Registered
- Life and Health Insurance Licensed
- Enjoys Running, Biking, Skiing, Hiking, and Traveling
- Lives in Minneapolis, MN
Cal began his first internship with Fortune Financial in 2017, then again in 2018, and finally worked as an associate for the company until December 2019. This was a period of time for him to shadow and learn from the many experienced advisors on his team.
Our team is made up of Founding Partner, Jim Quandt; Senior Financial Consultant, Bobby Ebert, Financial Advisor, Taylor Ploss, Financial Advisor Alex Morrall Senior Client Services Representative, Aimee Speier.
Cal is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 10261 Yellow Circle Dr Minnetonka MN, 55343.