Investment & Planning Associate
Caleb Gesek was born and raised near San Francisco, California, spending his childhood years in San Jose and Hollister. He moved to Honolulu in 2012 to join our team here at Moir Financial & Insurance Services.
He studied economics & business with an emphasis in finance at Westmont College in Santa Barbara, California.
Caleb got his start in the financial industry at Smith Barney in 2007, learning from a team of three high-net-worth financial advisors. He had the opportunity to observe one of the most painful market declines in recent memory on a professional level.
Within his first year at Smith Barney, Caleb earned his Series 7 & 66 securities licenses, deepening his understanding of complex financial markets and regulations. He also obtained his Life & Health Insurance license. This drive to learn and improve continues to characterize Caleb’s work ethic and conscientious attention to detail.
Here at Moir Financial & Insurance Services, Caleb brings his strong analytical approach to help oversee investment management and support the financial planning process. He complements the firm’s values of “Distinctive Inspiration, Discovery, and Action,” by helping to deliver a world class experience to our clients.
Clients appreciate his patient demeanor and his ability to explain complex concepts in a simple manner. He enjoys reading and writing in his spare time. He’s also an avid hiker. Ask him about some of his favorite trails.