Josef has been working as a financial security advisor since the mid–1990s, and moved to work with Caldwell Wealth & Estate Advisory, Ltd. in 2008. With a conservative manner, he believes in providing his clients with a high standard of knowledge, integrity and professionalism.
Josef’s focus on building successful client relationships is maintained by helping his clients achieve their goals using his problem solving skills, attention to detail and professional service when building financial security plans. He believes in listening to client’s goals and problems before suggesting specific financial security planning solutions.
Using a fundamentally sound financial security planning process, he can help you achieve your wealth creation goals, enabling you to concentrate on the things that are most important to you and your family.
Josef has been happily married to Vlasta for more than 45 years and they are proud parents of two children. Away from business, Josef keeping fit and spending time with his six grandchildren.