Cal J. Ketcham

Cal is a Senior Client Service Associate at The Manning Companies, where he supports the advisor team and clients by handling the complex operational, account, and service-related tasks that keep everything running smoothly. He takes pride in helping to ensure client accounts are accurate, compliant, and tailored to fit both short- and long-term needs, and genuinely enjoys learning about each client's financial goals along the way.

Cal brings eight years of financial services experience, including seven years at Commonwealth Financial Network, where he served as Team Lead of the Transfer of Assets Department. In that role, he gained expertise in moving complex investment products in and out of the firm, developing a deep understanding of the operational intricacies that underpin a well-run practice. That experience makes him a go-to resource for navigating even the most complex account situations.

His interest in financial services started with a simple motivation: he wanted to help his friends and family understand the importance of investing. That same desire to educate and empower others has carried through every stage of his career and shapes the way he approaches his work at The Manning Companies today.

Cal holds a Bachelor of Business Administration with a concentration in Finance from Colorado Mesa University in Grand Junction, Colorado. Born and raised in San Diego, he now lives with his wife, Sarah. Outside of work, he enjoys surfing, mountain biking around San Diego, and spending time with family.