Feraud Calixte
J.D., CFP®
Vantage Pointe Planning
Founder/Lead Planner
Feraud Calixte
J.D., CFP®
Vantage Pointe Planning
Founder/Lead Planner
At Vantage Pointe Planning, we know the most significant value add we offer is our advice. We believe so strongly in this that we’ve intentionally built our entire practice to reflect that. - Feraud Calixte, J.D., CFP®
Hourly, Advice Only, Pure Financial Planning.
Feraud Calixte is a Burlington, NC fee-only financial planner serving clients locally and across the country. Vantage Pointe Planning provides comprehensive financial planning including cash flow & budgeting, investment consulting, estate planning, retirement planning, and insurance analysis to help clients organize, grow and protect their assets. As a fee-only, fiduciary, and independent financial advisor, Feraud Calixte is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Prior to starting Vantage Pointe Planning, Feraud Calixte worked as an advisor for several large national wealth management firms. Feraud is passionate about helping families navigate the complexities often associated with finances. Feraud is committed to the financial planning industry and regularly volunteers in the community teaching financial literacy. He is also a proud member of the National Association of Personal Financial Advisors (NAPFA).
Feraud has been quoted by a variety of publications, such as U.S News & World Report, Yahoo Finance, InvestmentNews, and NAPFA Advisor.
Feraud and his wife, Dr. Nyote Calixte, live in Burlington, N.C, with their three sons, Sebastian, Donovan, and Tristan.
Education:
B.A. – New York University
J.D. - Southern University Law Center
Executive Program – Duke University
Professional Certifications:
CERTIFIED FINANCIAL PLANNER ™ (CFP®)
Favorite Money Quote:
“Your Net-Worth is not your Self-Worth.”
Feraud Calixte is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
You only pay for our advice, pure and simple.
Many Fee-Only firms require you to have your assets under their management or have a certain minimum required before they work with you.
We decided this was not the best way to serve our ideal clients; you see, we believe that YOU are in the best position to steward your finances, no one cares about your money, goals, dreams, fears more than YOU. We work alongside you and provide objective professional advice and help you gain perspective and prioritize the things that are important to YOU.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Planning
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Feraud Calixte is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Feraud Calixte is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Feraud Calixte is a member of the Garrett Planning Network. Click here to learn more.Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
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Feraud Calixte Serves on the NAPFA National Board of Directors
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Feraud Calixte Named to The Alamance Community College Foundation Board of Directors
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Feraud Calixte Named to the 2022 Investment News 40 Under 40 List
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Feraud Calixte is Featured in the Business Spotlight by the City of Burlington, North Carolina
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Feraud Calixte is Featured in InvestmentNews: "Financial education to stoke wealth creation for diverse groups"
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Feraud Calixte Is a Guest on Morningstar's The Long View Podcast: "Your Self-Worth Is Not Your Net Worth"
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Feraud Calixte is Interviewed on Real Entrepreneurs TV
Contact Feraud Calixte
Office Locations:
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727 Kivett St.
District No.3
Burlington, NC 27215
