Caeden Byrd

Caeden Byrd received his Bachelor of Business Administration in Finance with a minor in Accounting from Stephen F. Austin University. He is a Certified Financial Planner and Investment Advisor Representative.

Bringing valuable experience from the financial services industry, Caeden previously served as an Associate Financial Advisor with Prudential Advisors and as a Workplace Planning Consultant at Fidelity Investments. In those roles, Caeden specialized in retirement and investment planning, 401(k) strategies, and comprehensive financial planning.

At CWA, Caeden provides holistic wealth management services to his clients and their families. He takes time to deeply understand their personal finances, delivering tailored strategies that help them gain clarity and stay on track toward their long-term goals.

“Turning clients’ uncertainty into clarity is the most rewarding part of my job. Whether navigating important life decisions or organizing financials, I help clients find effective solutions to their unique circumstances.”

Outside of the office, Caeden enjoys traveling with friends and family, hiking, mountain biking and cheering on the University of Oklahoma Sooners football team. Caeden also frequently volunteers with the 3to1 Foundation, teaching local elementary schools the foundations of money management.