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Vice President, Investment Advisor
Calvin Wilkinson plays a key part in his family’s financial advisory firm, 360 Wealth Management. As a wealth management advisor, Calvin works collaboratively to understand the goals of his clients and help them achieve confidence in their financial situations.
A financial professional who can offer insurance and investment products and services, Calvin grew up around the industry. Hearing stories of how his father, Bill Wilkinson, was helping families gain a clear understanding of their finances provided inspiration to follow in his footsteps. Since graduating from Arizona State University, Calvin has been actively helping families work toward their financial goals. He studied at ASU, where he received his bachelor’s degree in interdisciplinary studies with focuses in sociology and communication. He believes in building meaningful relationships with clients to dig deeper into what matters most, working collaboratively to work toward goals.
Disciplined and hard-working, Calvin spent more than 10 years competing in gymnastics. When he’s not working, he enjoys spending time with his fiancée Madison, exploring the Arizona desert on his dirt bike, competing at an expert level, and enjoying time with friends and family in Scottsdale.
Insurance products are offered through the insurance business 360 Wealth Management, Inc. 360 Wealth Management, Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by 360 Wealth Management, Inc are not subject to Investment Adviser requirements.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 4921657 - 5/25
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