918-858-2808 | caleb.mazzei@raymondjames.com 

Caleb Mazzei, M.S. Mathematics, is a project analyst at Trinity Strategic Wealth. He works closely with Andy Steinmetz, CFA, MBA, on various projects. He is also excited to learn from Mike Mazzei, CFP®, MPAS®, everything it takes to help clients preserve and grow their wealth.

Caleb earned a B.S. in mathematical finance from Oral Roberts University in 2021 and an M.S. in Mathematics from the University of Oklahoma in 2023. In Tulsa and Norman, Caleb has been challenged and loved by family, friends, mentors, professors and even his own students/tutees.

If not at work, he’s likely with them. Caleb plans to pursue the Chartered Financial Analyst (CFA) designation, so he can further assist Andrew Steinmetz and all the financial advisors at the highest possible level as the company expands.

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