I’m honored to be appointed by Nevada’s Governor, Joe Lombardo, to serve as a member of the Board of Trustees of the Nevada Employee Savings Trust. Nevada will soon become the latest state to implement a state retirement savings program for private-sector workers to address the retirement savings concerns in Nevada. The Nevada Employee Savings Trust, effective July 2025, requires certain employers to provide a retirement savings plan for their employees or enroll them in a state-sponsored plan according to the Nevada Senate Bill 305: • Employers with an existing retirement program are exempt. • Employers with less than five employees are exempt. • Employers in business for less than 36 months are exempt. • Employees are automatically enrolled by default at 120 days of employment. • Employees may elect to opt-out.
About us
Caldera Wealth is a full-service financial firm that helps small and mid-size businesses gain access to affordable and efficient retirement plans while providing tools for employees to strengthen their financial literacy. ACCREDITATIONS & LICENSES Series 7, 66 securities registrations held through LPL Financial Accredited Asset Management Specialist (AAMS®) Accredited Investment Fiduciary (AIF®) Chartered Retirement Plan Specialist (CRPS®) Bachelor of Science in Business Administration, Management Life, Health, Disability, Fixed, and Variable Insurance Mr. Joe Caldera is an accredited financial advisor for 23 years. He specializes in wealth management and retirement plans. His success has been built on well-informed clients making better decisions and maintaining a disciplined strategy. He focuses on simplifying complex issues so his clients understand. Joe provides financial, investment, retirement, and estate planning strategies that work together to support his client's unique needs and objectives. Joe is a diligent financial advisor, working with his clients' CPAs, attorneys, and other advisers to create a unified plan. He strives to keep it simple and help families and businesses to become better stewards of their financial assets. Joe supports many businesses and non-profits with retirement plan needs. He is also the advisor to the Association Retirement Plan sponsored by the Las Vegas Chamber of Commerce, one of the first Association Retirement Plans in the country. This is an affordable and robust 401(k) plan available to small and mid-size businesses. Joe provides the plan support to manage their fiduciary responsibilities and assistance negotiating fees. Joe is an LPL registered investment advisor representative and custodies his client's assets with LPL Financial. LPL was formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger (founded in 1968 and 1973, respectively).
- Website
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http://www.CalderaWealth.com
External link for Caldera Wealth Management Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Las Vegas, Nevada
- Type
- Self-Employed
- Founded
- 2003
Locations
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Primary
Get directions
5771 S Fort Apache Rd
Las Vegas, Nevada, US