Mary Caballero

Managing Partner

 

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 PlanAdvisor Magazine and the 2014 Top 50 Plan Advisors under 40 by the National Association of Plan Advisors, as well as the Top Women Advisors in the Country for 2015 & 2016.  PlanAdvisor's 2014 Top 100 Retirement Plan Adviser Teams award selection is based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.  NAPA 2015 & 2015 Top Women Advisor recipients are nominated and voted on by industry peers and selected by a NAPA panel of judges based on information about their practice, experience and accomplishments as provided by nominees.

 

I am among the dwindling population of Portland natives. I  received my BA in Economics from Portland State University. 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.

 

 

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Perspective

We look at the bigger picture, thinking of our clients’ futures from multiple points of view.

Honesty

Our clients trust us because we always give it to them straight – and we always welcome straight talk back.

Personality

Other firms offer similar packages, services, options and funds, but the person you work with – how they handle themselves, the way they show they care – makes a difference.

Professionalism

When you call, we do

our best to quickly resolve any

issue or question you have. You won’t get caught up in some automated customer service system or process loop – you’ll get someone ready and

able to help.

5441 SW Macadam Ave. Ste 301

Portland, OR 97239

Tel: 503-248-0561

Toll Free: 877-248-0561

Email: info@impactbenefits.com

 

Impact Benefits & Retirement © 2017. All Rights Reserved.

 

 

Advisory services offered through LPL Financial, member FINRA/SIPC and a registered investment advisor. Investment advice may also be offered through Financial Advocates Advisory Services, a registered investment advisor, DBA Impact Benefits & Retirement and a separate entity from LPL Financial.

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