At Cal Willis Wealth Management, we are committed to providing you with informed perspectives to help you meet your needs and create customized plans to overcome your challenges. Financial Planning, Retirement Planning, and Estate Planning are the key focus to our comprehensive wealth management services. Cal Willis Wealth Management believes that establishing a collaborative strategic plan by outlying your short-term and long-term goals and then executing that plan on our client’s behalf is just the start. The time to start planning is in your 20’s, the next best time to start is right now. At Cal Willis Wealth Management, we start with identifying your short-term and long-term financial goals and building a plan from the ground up to get you on track to achieving them. Our planning process helps our clients plan their portfolio around their real-life goals, dreams, and needs.

Customized Wealth Management

When working with Cal Willis Wealth Management, we dedicate ourselves to consistently work in the best interest of our client’s unique financial goals.

Cal Willis - Financial Professional

Cal Willis founded Cal Willis Wealth Management, headquartered in Albuquerque, NM, with over 20 years of investment experience and knowledge.

He provides independent, objective, unbiased advice to help his clients achieve their long-term or short-term financial goals. 

Cal spends his free time with his wife, Gina, a program manager for HID Global, and their two sons, Roman and Gabriel. They like to stay active both physically and mentally, whether playing flag football or soccer, where Cal also volunteers.  Cal especially enjoys golfing, swimming and traveling to wineries.  

FINRA's BrokerCheck

Customized Wealth Management Solutions

If you're ready to work with a financial firm that puts your success ahead of our own, the professionals at Cal Willis Wealth Management are here and ready to help. To get started or learn more, call our Albuquerque office at 505.440.8593.