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: AL, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WV.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Calle Financial are not affiliated.