Ivan Caballero is a Wealth Planning Associate at the firm. In his role he provides financial planning support for the Wealth Planning team.
Previously, Ivan worked at a small RIA firm in Chicago, Illinois helping the team as a research intern focusing on ETF research. He also interned at a wealth management firm in Johnston, Iowa where he helped implement new financial planning software.
Ivan recently graduated from Iowa State University College of Human Sciences with a Bachelor of Science in Financial Counseling and Planning. During his time at Iowa State, he was involved in VITA (Volunteer Income Tax Assistant) a volunteer program where he assisted students and members of the community file their federal and state income taxes. He also participated in Financial Planning Ames Student Chapter which was a club for his major where they would bring in professional from the industry and learn from them and ask them questions about their career.
Ivan previously lived in Ames, Iowa while he attended school. He is a Chicagoland native, and he recently moved to East Cambridge with his girlfriend. Outside of work he enjoys reading, working out, golfing and loves the outdoors. He also is an avid comedy fan and enjoys going to shows whenever his favorite comedians are in town.