Anthony Calhoun, Certified Financial Planner™ Joins Wilde Wealth Management Group as a Financial Advisor
(SCOTTSDALE, Ariz. – March 30, 2022) – Wilde Wealth Management Group, an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is pleased to announce Anthony Calhoun, CFP® has joined the firm as a financial advisor. In his role, Calhoun will focus on helping clients be prepared for critical financial events in their lives such as retirement, strategic investment planning and caring for future generations. He will work from the firm’s recently expanded Scottsdale headquarter office, which is located at 7025 N. Scottsdale Road in Scottsdale.
Calhoun – a third generation Arizonan – began his career in the financial services industry in 1999, most recently working as a financial advisor at Wells Fargo and an investment specialist with J.P. Morgan. He earned his Bachelor of Science degree in International Business from Arizona State University and holds his Series 7, 9, 10, 63, 65 securities registrations as well as his CERTIFIED FINANCIAL PLANNER® designation.
“My dad owned a small business, so from a young age I got to see how changes in taxes and the economy directly affected businesses and families, including on one’s ability to save for retirement,” says Calhoun.
Calhoun made the move to Wilde Wealth Management both for its independent and holistic approach as it relates to clients’ needs.
“We invested in expanding our headquarter office to bring on professionals like Anthony,” says Trevor Wilde, MBA, AIF®, founder and CEO of Wilde Wealth Management. “His track record, relationships with clients and eagerness to be an active part of our team – both in the office and the community – make him an immediate asset.”
Calhoun is married with three sons, spending most of his free time volunteering with the kids’ schools as well as coaching youth baseball and enjoying the outdoors with his family, particularly riding quads, biking, hiking, water skiing and Jeep off-roading.
About Wilde Wealth Management Group
Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house
Senior Financial Advisors, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes and has been named to Barron’s “List of Top 1,200 Advisors” annually for 14 years, most recently ranking in the top five firms in Arizona. Currently, Wilde Wealth Management Group has six offices across Arizona located in Scottsdale, Glendale, Mesa, Tempe, Tucson and Payson as well as affiliates and partners in Indiana, California and New Mexico. For more information, visit www.wildewealth.com.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.
Cetera is under separate ownership from any other named entity.
7025 N. Scottsdale Road Ste #115 Scottsdale, AZ 85253
Barron’s Top 1200 Advisors (awarded to Trevor Wilde): Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be considered as an endorsement of the advisor by any client.
The Forbes ranking of Best-In-State Wealth Advisors (awarded to Trevor Wilde), developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of March 2021 and 32,725 nominations received, based on thresholds – 15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
