Click either of the headshots below to learn
more about the partners.
Caleb Harty, CFP®
Caleb Harty is a principal at Harty Financial and holds the prestigious CERTIFIED
FINANCIAL PLANNER™ (CFP®) designation. He has his B.A. in Economics from Gordon
College in Wenham, Mass., and is also a graduate of the National Outdoor Leadership School
(NOLS), which he attended in the Yukon Territory, Canada. Caleb is also a former EMT
certificate holder.
Aside from helping clients plan for successful retirements, Caleb also has a niche
specializing in working with families that have a child with special needs. The connection
is a personal one, as his brother-in-law has Down syndrome. He had been published in
Forbes, Kiplinger, Exceptional Parent, and other national publications.
Caleb and his family live in Andover MA and enjoy spending time at their cottage in
Gilford NH when able to get away. He and his wife have two young children and they enjoy
many outdoor activities including kayaking, skiing, and hiking with their Bernese mountain
dog Jana around the local parks. Caleb has a number of hobbies and interests, including
making small-batch craft hard cider.
Brendan Harty, CFP®, CLU®
Brendan is a Principal of Harty Financial. He is a CERTIFIED FINANCIAL
PLANNER™(CFP®) professional and a Chartered Life Underwriter®
(CLU®). He is also member of the National Association of Insurance and
Financial Advisors (NAIFA), the Essex County Estate Planning Council, and the Greater Cape
Ann Chamber of Commerce.
Brendan has over a decade of experience working as a retirement planner and in the
special needs planning niche, and presents to the community many times a year on financial
planning topics. In his free time he enjoys being outdoors and spending time with his wife
and three children in Ipswich, MA.
Daniel J. Haddad
Daniel is a Senior Financial Professional at Harty Financial, has his B.A. in Finance
from Nichols College in Dudley, Mass. He is a frequent volunteer at Habitat for Humanity.
Daniel has helped build numerous homes throughout Massachusetts for those in need. During
Daniel’s free time, he enjoys touring beautiful New England on his motorcycle in the
summer while skiing and snowmobiling during the winter.
Daniel has extensive experience with business owners and prides his ability to relate
with them and their journey. Aside from working with business owners, Daniel also
specializes in working closely with higher income families. His number one goal is to
create a long-lasting, trustworthy relationship with clients while coming up with the best
possible solution to achieve their financial goals.
