Michael W. Caulkins,  CFP<sup>&reg;</sup> - Financial Advisor

Michael W. Caulkins, CFP®

Representative

Solutions / LPL Financial

1777 Hamilton Ave., Space 1040
San Jose, CA 95125
(408) 622-4798

General

Michael Caulkins is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Solutions / LPL Financial in San Jose, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Government & Military, Getting Divorced, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Men's Finances, Women's Finances

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