caltop
cal

Cal Reghi

Paraplanner

With a passion for numbers and an early interest in saving and investing, Calisto brings a personalized approach to financial planning at Peak Retirement Planning, Inc., ensuring every client feels empowered and informed.

Calisto’s career in wealth management began with internships at UBS Financial Services, Inc. in Cleveland, Ohio, and Corient in Columbus, Ohio, where he gained valuable experience in financial planning and client relations. His admiration for the fiduciary approach and collaborative environment at Peak Retirement Planning inspired him to join the team, where he continues to contribute to the firm’s growth and success.

Calisto shares his home with two beloved pets, Dakota, a brown Doberman, and Marcus, an orange tabby cat. Outside the office, he enjoys an active lifestyle that includes playing and watching sports, working out, trying new restaurants in Columbus, cooking, reading, and exploring various genres of music.

Call Now Button