Feraud Calixte, JD, CFP®

Believer. Husband to @DrCalixte. Dad. Entrepreneur. Founder of DistrictNo.3. Sometimes take myself way too seriously.

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

Pinning this to remind me…career is cool, achievements are cool, money is cool, entrepreneurship is cool…But this is BY FAR my greatest accomplishment and it’s not even close! #attitudeofgratitude #thankful #husband #dad #startsathome

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

I know everyone will have some fitness goals, which includes going to the gym, drinking water and some new diet- and I’m here for ALL of it! 👏🏾 as for me I’m going to schedule (and go ) have my annual physical. #menshealth #smallgoals

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

@christine_benz @MorningstarInc @bogleheads I’d like to come to this conference one day!

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

I’ve had the pleasure of being a guest of @christine_benz on her podcast. When she announced she had written a book, I reached out to her congratulating her AND also wanted a signed a copy 😅. This is going to be a great resource and addition to the personal finance space!

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

@bryanhasling Congrats to y’all!

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

@ramonismydad I want to learn more about this, I’ll call you!

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

Serious question 🙋🏾‍♂️ after you’ve identified your core audience, developed an offering to add immense value to that audience, what’s the medium you use to engage, communicate and demonstrate that value? (Disclaimer: I came up in my industry cold calling) open to new ideas?💡

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

Thanks to @tampafamhealth for inviting me to speak on financial wellness during their resident orientation. #doctorwealth #communityhealth

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

Residency graduation! Congrats Doc @ChrisCalixteMD ! #Radiology #Radtwitter #thomasjefferson #philly

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

@bryanhasling Ok looks like during a next breakout session at NAPFA I’ll educate her

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

@bryanhasling Man that’s me minus the wealthy part lol investment property is NOT passive

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

Happy to share how our practice group adds value to our Doctor and Dentist clients! #financialplanning #feeonly #fiduciary

[InvestmentNews @investmentnews]

Feraud Calixte, a senior financial advisor at Modera Wealth Management, emphasizes the importance of financial care for dentists and doctors amid a robust health care M&A landscape.

https://t.co/eIerOJCiNf

[Caribou @caribou_wealth]

Excellent article featuring @Feraud_Calixte, who's a senior financial advisor with Modera Wealth Management (a Caribou customer!)

Check out the @investmentnews article to learn how Feraud and Modera serve healthcare professionals ⬇

https://t.co/JfNAOPTjhG

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

Thanks for having me!

[Modern Husbands Moved to Blue Sky @ModernHusbands]

The political chatter for social security cuts is getting louder. What do you think?

Will the social security benefits we contributed to be there as promised?

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

@bryanhasling Congrats y’all!

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

@christine_benz This! It’s something I’ve thought about a lot as someone that’s had varied experiences, a great team makes a world of difference!

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

I have a lot of conversations around goals and success. There are a lot of productivity, habit, motivational, biographies, interviews, podcasts etc focused on success and “goal crushing” when I get a chance to take a step back I’m always reminded…

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

12 years this year for me and @DrCalixte…this couple is a beautiful example of marriage commitment #goals #marriage

[Delano Squires @DelanoSquires]

This type of longevity will become more rare in the coming years as these older couples pass away. That means fewer young ppl in the future will learn the traits needed to sustain a marriage for 50+ years and build a family legacy that will outlive *them*.

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

@DelanoSquires Facts bro! My boys get all the smoke! 😂

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

Every time I can deliver on that promise…it really is a privilege to get to do what I do.

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

And so on so forth. But beyond the math, this is fundamentally a values question… “We support public schools…” “Homeschooling is important to us because…” “Our state has a new school choice program and we’d like to explore…” “Christian education is important to us…”

[Feraud Calixte, JD, CFP® @Feraud_Calixte]

After the in-depth discussions, the conversation eventually goes like this “Ok, thanks for sharing, my job is to listen on what’s important to you and come up with a strategy to get (children’s name) to go to (school name) because it’s important for your family.”