This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STERLING FINANCIAL PLANNING INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 3, 2018

First registration

Dec 12, 2018

Dual registered

no

Other names

Cal Christopher Cacciaguida|Cal C Cacciaguida|Cal Cacciaguida

IAPD individual key

6690980

• Occurred

  Jun 30, 2023
  Advisor changed firm

  Cal Christopher Cacciaguida left Summit Financial, Llc for Sterling Financial Planning Inc (registered 2023-08-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0da1b2ae-0b37-7421-5acd-e6586c0e3b1f

First observed

Dec 12, 2018

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.