Financial Planner

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 loves living in downtown Columbus,  where he enjoys trying new restaurants. He lives an active lifestyle, spending his time playing and watching sports, working out, reading, and exploring various genres of music.