Caleb Mercier - Portfolio
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Caleb Mercier, AFC®

Software Engineer, Financial Planner

About Me

Hi, I'm Caleb Mercier, an aspiring software engineer with a background in financial services and a passion for solving complex problems with clean, efficient code.

After earning my Bachelor's in Personal Financial Planning and working across several roles in the financial industry—from paraplanning to client service and coaching—I discovered a deep interest in the logic, creativity, and structure of software development. That interest has since grown into a full-fledged career pursuit, and I’m currently completing a Master of Software Development at the University of Utah (graduating December 2025, GPA 4.0).

My experience uniquely bridges two domains: the analytical rigor of finance and the technical depth of software engineering. In my financial roles, I developed a sharp attention to detail, collaborated with diverse teams, and supported hundreds of advisors and clients nationwide—all skills I now bring to software development.

My goal is to apply these skills in a full-time software engineering role where I can contribute to building robust, scalable systems and continue growing as a developer. I'm especially interested in backend development, but I bring a full-stack mindset and a strong willingness to learn.

Name: Caleb Mercier
Location: Salt Lake City, UT, USA
Email: calebmercier@gmail.com
Languages: English & Spanish
Master: Software Development
University of Utah
Bachelor: Personal Financial Planning
Utah Valley University

5

Years of

Experience

3.8

Cumulative

GPA

Skills

C/C++

80%

Java

75%

Python

75%

Javascript

70%

HTML

90%

CSS

90%

Software

eMoney

100%

Right Capital

95%

MoneyGuidePro

90%

Expericence

LPL Financial

Financial Planning Paraplanner | 2023 - Current

Provide high quality financial plans across a myriad of financial planning software to a group of 300+ financial advisors located across the United States.

Axio Wealth Management

Client Service Specialist | 2022 - 2023

Directed client service and financial plan preparation for a $80 million book of clients.

Utah Valley University - Money Success Center

Financial Coach | 2021 - 2022

Provided 1:1 financial coaching to over 200 students.

Achieve Today

Consultative Sales Specialist | 2020 - 2021

Averaged $60,000 /month in sales volume.

Projects

Retirement Planner

A financial planning tool designed to help users project retirement savings, estimate expenses, and visualize long-term outcomes. Built with ReactJS for the frontend and Python (Flask) for backend calculations, the app features dynamic input forms, interactive charts, and real-time feedback based on user scenarios.

Platformer

A fast-paced 2D platformer developed in C++ using Unreal Engine for a 48-hour game jam. The game challenges players with tight controls, creative level design, and unique movement mechanics inspired by classic arcade titles.

Contact Me

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