Cal Menzies

Investment Advisor Representative

Securities License: 65

Insurance Licenses: Life and Health, Medicare Supplement

Cal was born in Baltimore and raised in the town of Easton, MD. A graduate of Sewanee University in TN, Cal earned a B.A. in Psychology. In 1999 Cal moved to Charlotte where he met and married his wife, Laura. Cal and Laura are the proud parents of Cora, a beautiful, four legged, ball of fire boxer mix. In addition to spending time with his wife and pup, Cal is an avid sports fan, enjoys exercising, and attempts to play golf.

Cal’s initial career path was in the customer service industry. After witnessing his grandparents struggle in their final years with financial and healthcare difficulties, Cal decided to switch careers to focus on helping clients develop retirement solutions. After several positions with large institutions, Cal realized that to truly offer independent advice and become a fiduciary he was going to need to work with a different team. In 2013 Cal joined long time friend and former colleague, Jason Soloman, at Tactical Investment Advisors, LLC. 

The team at Tactical Investment Advisors builds innovative tax and investment solutions to help clients reach their financial objectives. Their mission is to listen to the client’s retirement objectives, obtain and analyze personal financial statements, and determine which asset managers and financial or insurance products will best meet the objective.

Email Address: Cal@TacticalInvestmentAdvisors.com

Phone: (980) 233-9770 ext.2170

 

Learn More About Our Team Below!

Jason Soloman

Managing Member

Scott O’Connell

Investment Advisor Representative, FSCP

Cal Menzies

Investment Advisor Representative

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Investment Advisory Services provided by Tactical Investment Advisors, LLC, a North Carolina Registered Investment Advisor.

Tactical Investment Advisors, LLC is also a Commodity Trading Advisor that recommends investment programs and money managers including other CTA’s and Commodity Pool Operators (CPO).  There are substantial risks and conflicts of interests associated with managed futures  and commodities accounts, and you should only invest risk capital.  The success of an investment is dependent upon the ability of a commodity trading advisor (CTA) to identify profitable investment opportunities and successfully trade.  The identification of attractive trading opportunities is difficult, requires skill, and involves a significant degree of uncertainty.  CTA’s have total trading authority, and the use of a single CTA could mean a lack of diversification and higher risk.  The high degree of leverage often obtainable in commodity trading can work against you as well as for you, and can lead to large losses as well as gains.  Past performance is not indicative of future results.