Cal Menzies

Financial Advisor

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Cal specializes in helping clients financially prepare for retirement. He leads people all over the country to find ways to generate more retirement income and see how to securely protect their money regardless of market swings.
Originally from Maryland, Cal earned a B.A. in Psychology from Sewanee University in Tennessee. After watching his grandparents struggle with healthcare and finances in their retirement years, Cal decided to pursue a career in the financial services industry.
Cal’s journey began in 2001 when he took a position with a large national insurance company as a captive agent. In 2015, after realizing that to truly offer custom-tailored advice to clients, Cal became an Independent Advisor Representative and fiduciary.
When Cal is not at work, he spends time with his wife, Laura, and their young son. They enjoy foreign and domestic travel. Cal is an avid sports fan, enjoys exercising, and attempts to play golf.
Currently, Cal resides in Charlotte, North Carolina but services clients virtually throughout the country. Cal does his best to take the mystery out of investing by answering some of the most commonly asked questions in a simple and personalized way.