About Me

Cale Olbert, CFP®, CDFA

As a CERTIFIED FINANCIAL PLANNER® professional and a Certified Divorce Financial Analyst® professional, I have expertise in how divorce effects your finances and your retirement. I can help you during the divorce process to evaluate a settlement offer through the lens of your financial plan or help you position yourself for retirement after divorce.

I am originally from Edmond, Oklahoma. I graduated from the University of Oklahoma with a degree in finance and from Texas Tech University with a master's degree in personal financial planning.

 I am a board member of YWCA Oklahoma City and co-chair of the investment committee. In 2024 I was diagnosed with Acute Myeloid Leukemia. I went through treatment at the fantastic Stephenson Cancer Center in Oklahoma City. I received a life saving stem cell transplant in December of 2024 and I am happy to report I have made a full recovery! I am proud to also serve on the executive committee for the OKC chapter of Blood Cancer United.