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Mary Caballero AIF ®


Director, Retirement Plans & Wealth Management

Working with hundreds of companies and their employees, I am aware of the uniqueness of each person and organization. I bring a perspective and understanding of institutional investing to our corporate and retail clients. I’m here to guide you through the complexities, whether it’s corporate structure of retirement plans and benefits or individual retirement and wealth planning. I have created a retirement income planning niche over the years. One of my favorite things to do is help a retiring client create financial well-being and confidence at one of the most important times of their lives.

I have been acknowledged by my peers in the field of retirement benefits, most recently as part of the team who received the 2014 Top 100 retirement plan advisors in the country by Plan Advisor Magazine and the 2014 Top 50 Plan Advisors under 40 by the National Association of Plan Advisors. Based upon nominations by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients.

I received my BA in Economics from Portland State University. I hold the Accredited Investment Fiduciary (AIF®) designation, recognition that I have the experience, training, and knowledge necessary to help clients implement and manage a prudent fiduciary process for making investment choices.

I am among the dwindling population of Portland natives. I am married to a merchant marine, together we juggle the social calendar of a pre-teen girl and the ever curious life of a baby boy. Outside of work, my life revolves around them and our big Italian and Central American family. You can find us in a loud kitchen where the only thing you can hear over the chatter is the sound of the cocktail shaker.

 

2014 Top Retirement Plan Advisor Teams award selection based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.

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