Financial Foundations for New Doctors
Get an advisor in your corner
Find a holistic advisor (not a salesperson) experienced in guiding high-earning doctors through the investment, tax, and estate planning issues on your horizon. Tap into their expertise early and often to gain the most benefit from their partnership.
Kaleb Doyle, CPA, CFP®
Senior Advisor – Moneta
Raised on a farm in Southeast Missouri, Kaleb brings a unique perspective to his clients. His upbringing instilled the values of work ethic, trust, family, and faith. Although he chose not to pursue the profession of farming, Kaleb insists he will never forget where he came from.
Kaleb excels in his role as a Senior Advisor on our team, specializing in guiding families with multigenerational wealth through intricate financial landscapes. His clientele is diverse, encompassing physicians, business owners, real estate investors, executives, and professional athletes, for whom he assumes the role of a family CFO. Driven by a deep-seated passion for financial stewardship, Kaleb offers advice in advanced investment strategies and estate planning. His proficiency as a CPA is instrumental in devising tax-efficient solutions, ensuring his clients’ financial decisions are both strategically sound and fiscally prudent.
Kaleb graduated from the University of Missouri in Columbia with a bachelor’s degree and a master’s degree in accounting. He earned Latin Honors and received the prestigious “Mizzou ‘39 Award”, rewarded annually to 39 outstanding seniors. Kaleb holds licenses as a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He also holds a DACFP Certificate in Blockchain and Digital Assets™ from the New York Institute of Finance.
Kaleb and his wife, Christin, are parents to two lively boys. When Kaleb is not spending time with his family, he enjoys watching sports and hitting golf balls everywhere except the fairway.