Raul A. Calle AIF®, LUTCF®, MSFS, CLU®, ChFC®, CFP®

Raul A. Calle is the Managing Partner with Calle Financial Network, LLC. Prior to establishing his own independent financial services firm in 2007, Mr. Calle was affiliated with Northwestern Mutual Life for 33 years and Northwestern Mutual Investment Products and Services for 23 years."

He received his Life Underwriter Training Council Fellow designation in 1985 from The Life Underwriter Training Council & The National Association of Life Underwriters. He earned his Certified Life Underwriter and Chartered Financial Consultant designations in 1986 from The American College. He also earned his Master of Science in Financial Services in 2000 from The American College. He was conferred by the Certified Financial Planner Board of Standards, completing all the requirements to use the Certified Financial Planner™ mark in 2007. He earned his Accredited Investment Fiduciary® (AIF®) Designation in 2016 which certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Mr. Calle is Series 6, 7, 8, 24, 63 and 65 licensed with FINRA.

Raul has served as President of The Mercer County Estate Planning Council and The Bucks County Estate Planning Council, The Greater Trenton Life Underwriters Association, regional Vice President of The New Jersey Life Underwriters Association, President of the Washington Crossing-Yardley Rotary Club, Chairman of the Board of Morris Hall St. Lawrence Rehabilitation Center, President of the Kiwanis Club of Washington Crossing-Yardley and President of the Diocesan Pastoral Council for the Diocese of Trenton. Raul is a member of a number of civic and charitable organizations. He is married to Debbie and resides in Ewing, NJ.

Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: CA, CO, CT, DC, DE, FL, GA, IN, MD, ME, MI, MO, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TX, VA, WA, WV.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. 
Cambridge and Calle Financial are not affiliated.

Scott G Levy MBA

Scott G. Levy is a Managing Director with Calle Financial Network, LLC. Prior to joining the firm in 2016, Scott was affiliated with another financial services firm for two years and was selected as their new advisor of the year in 2015. Scott has served in leadership positions with entrepreneurial firms as well as at Accenture.

Scott believes that by understanding what's important to individuals, business executives and small-business owners, he is able to provide clients with high-quality ideas and solutions that fit their particular needs.

Scott resides in Newtown, with his wife, Nurit, and their two children Jefferson and Lynx. Scott believes in supporting the community and is active his local Rotary Club as well as other charitable endeavors. He is an avid sportsman who enjoys running, skiing, golf, tennis and basketball. Scott is active in mentoring and sharing knowledge with young adults and has lectured at local universities.

Scott earned his Masters of Business Administration in Finance from the Stern School of Business at New York University after earning a degree in general management specializing in finance and marketing from Case Western Reserve University. Scott is Series 7 and 66 licensed with FINRA.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC , to residents of: CA,MO, NJ,NY,PA,VA, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Calle Financial Network, LLC are not affiliated.

Mark E. Chinn

Director of Operations

Mark E. Chinn is the Director of Operations with Calle Financial Network, LLC. Prior to joining Calle Financial Network, LLC, Mr. Chinn enjoyed a 30 year career in the business of Glass and Ceramic manufacturing. Throughout his career he held numerous positions of increasing responsibility with Corning, Inc. and Lenox, Inc. Mr. Chinn developed his project management skills by successfully completing many projects in the manufacturing, facility and technology areas. He developed strong financial management skills while being responsible for Lenox's corporate capital spending. Mr. Chinn is a graduate of Purdue University. He is Series 7 and 66 licensed with FINRA.

 

David J Novick CFP®, ChFC®, CLU®, MBA

David J. Novick is the Director of Financial Planning with Calle Financial Network, LLC. Mr. Novick’s financial planning career began in 1995. David believes in client-centered comprehensive financial planning and asset management. He has worked in numerous roles in the financial services industry over the years including: financial planning, compliance, management, operations and training. These roles have helped David hone his analytical skills, investment expertise and product knowledge, enabling him to keep abreast of industry changes.

After graduating with a B.S. degree in Economics from the University of North Carolina, David earned his Masters of Business Administration in Finance from Rider University.  David earned his Certified Life Underwriter designation in 2009 and his Chartered Financial Consultant designation in 2001 from The American College. He was conferred by the Certified Financial Planner Board of Standards, completing all the requirements to use the Certified Financial Planner™ mark in 1999. David is Series 7, 24, 63 and 65 licensed with FINRA.

David teaches in the CFP® program at New York University. He is a member of the Bucks County Estate Planning Council, and the Financial Planning Association. He also serves on the executive board of the Shir Ami Men’s club and is involved in other civic and charitable endeavors. David grew up in the Philadelphia area and currently resides in Newtown, PA with his wife, Nicole and daughter Eva Simone.

Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: CA, CO, FL, MD, NJ, NY, NC, PA, TX, VA,.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial are not affiliated.

 

Michael D. Ebert, JD MBA, CFP®, CLU®, RICP®

Mike Ebert is a Director with Calle Financial Network, LLC. He graduated from Syracuse University with degrees in Finance and Economics and then earned his law degree and an MBA from Villanova. He began his career as a Finance Attorney, practicing at prominent law firms in NYC and Philadelphia. Mike's strong interest in economics, investing and personal finance eventually led him to transition from a career as a transactional attorney to a career in wealth management and financial planning. As an adviser, Mike is valued by his clients for his broad foundation of knowledge, unique expertise, and his ability to present them with intelligent solutions.

Mike often works with professionals, executives, business owners, and entrepreneurs. He enjoys being the trusted expert to highly accomplished clients whose professional responsibilities and personal priorities leave them with inadequate time to properly manage their increasingly complex financial profiles. Mike appreciates the influences of behavioral finance and counsels clients to make smart decisions that focus on the long game while avoiding costly decisions driven by emotional reactions to irrelevant noise.

Mike lives in Washington Crossing with his wife, Chrissy, and he cherishes being a dad to his son and twin daughters. Mike likes being outdoors, cooking and traveling. He also enjoys working with his hands and he will often spend his weekends engaged in (overly ambitious) home improvement projects.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: PA, NJ, DE, NY, VA, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC are not affiliated.      

Timothy E. Wilcox CFP®, ChFC®, CASL®, CLU®

Tim Wilcox is a Director of Advanced Planning with Calle Financial Network, LLC. Prior to moving to Calle Financial Network, Tim was a Wealth Management Advisor with Northwestern Mutual for 28 years. Prior to Northwestern Mutual, Tim was a Financial Advisor and Registered Representative for 5 years at The Home Life Insurance Company of New York (now Nassau Life Insurance Company).

Tim received his Chartered Life Underwriter designation from the American College of Financial Services in 1994. He went on to complete his Chartered Financial Consultant designation from the American College in 1997. He was conferred by the Certified Financial Planner Board of Standards, completing all the requirements to use the Certified Financial Planner™ mark in 2002. In 2014, Tim received the Chartered Advisor for Senior Living designation from the American College. Tim is Series 6 and 63 licensed with FINRA.

Tim holds a Bachelor of Arts in Business Administration from Rutgers University.

Tim believes that by understanding an individual’s goals and aspirations, that he can develop strategies for professionals, business owners, and executives to help them meet their goals of risk management and wealth accumulation.
Tim is a member of Prince of Peace Lutheran Church, in Marlton, NJ. He has been the President and the Vice President of the Congregational Council, and has been the Chairman of the Stewardship Committee. Also, he has been a Youth Mentor, accompanying high school youth of Prince of Peace on two week-long National Gathering trips to San Antonio, TX and Atlanta, GA. Tim and Kim have served as Lay Eucharistic Ministers, bringing the Sacrament of Holy Communion to church members at home or in retirement facilities. Tim served as Treasurer for the Eastern High School Football Boosters, in Voorhees, NJ.

Tim is married to Kim, and resides in Voorhees, NJ. They have two children: Danielle, who is a Project Manager and Civil Engineer, and David, who is a Management Supervisor. Tim enjoys time out on their boat and travelling.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: NJ, PA, FL, OH and TX, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC are not affiliated.