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 two sons, Sebastian and Donovan.

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

  • National Association of Personal Financial Advisors (NAPFA)
    Feraud Calixte is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    Feraud Calixte is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

Contact Feraud Calixte

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Office Locations:

  • 3007 S. Church St.
    Burlington, NC 27215

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