Company Performance Metrics
- Patrick Healey: Founder & President
- Erin Janides: Director of Operations
Caliber Financial Partners provides financial planning and non-profit services.
The company works with clients to help them define their goals and develop strategies to help them. It also helps identify potential risks and determine the most efficient manner to mitigate those risks. Its financial planning products and services include tax
strategies, investment management, retirement planning, estate planning, business succession planning, insurance, and employee benefits, company-sponsored retirement plans, IRAs, annuities, alternative investments, and college savings plans. The company's non-profit services consist of investment policy statement review, endowment management, planned giving program assistance, donor education programs, assistance in closing major gifts, insurance, and employee benefits, and trust planning.
It was established by Patrick Healey in Jersey City, New Jersey in 2013.
