6135 Park South Drive
Todd Calamita6135 Park South Dr. Suite 500Charlotte, NC 28210(704) email@example.com
We are available to meet in person or virtually.
Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.
In our no-cost introductory phone call, we’ll discuss:
During our discussion, we’ll answer any specific questions you may have, and take the time to learn about your values, goals, and objectives.
You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together. Use the link below to schedule your call online now!
Schedule your free 20-minute introductory phone call today to:
Todd Calamita is the founder and managing principal of Calamita Wealth Management, an independent, fee-only wealth management company that focuses on providing wealth management solutions to affluent individuals over 50 and their families. Todd has more than 20 years of experience in the financial services industry and is passionate about helping people have a better life by designing and implementing customized financial plans that bring clarity and confidence. Todd is a CERTIFIED FINANCIAL PLANNER® (CFP®) and CERTIFIED DIVORCE FINANCIAL ANALYST® (CDFA®) and holds a Bachelor of Business Administration from Ohio University and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University. He has authored a book, Plan Smart: Conquering 10 Common Money Traps, as well as numerous articles on wide-ranging personal finance topics, from taxes to retirement accounts. He has also been featured in a Financial Boot Camp TV series as a volunteer showing people how to make smart decisions about their money. When he’s not working, you can find Todd spending time with his wife, Teresa, and their two sons, Colin and Cameron. He enjoys rock climbing, swimming and traveling, and he has a black belt in Tang Soo Do, a Korean martial art. To learn more about Todd, connect with him on LinkedIn.