Caleb Riccio, CFP®, is a High Net Worth Financial Advisor at Vanguard, currently based in Scottsdale, Arizona. They possess a solid foundation in accounting and finance, having earned a Bachelor of Business Administration with dual majors from the Leeds School of Business. Caleb has successfully completed the SIE, Series 7, Series 66, and CFP® Exam, and is actively involved in guiding Mass Affluent clients towards their financial goals. Their professional journey includes roles as Vice President of Finance for Delta Upsilon International Fraternity and experience as an extern at the Financial Planning Association and a summer intern at Fiducient Advisors. With diverse experiences gained through various Vanguard departments, Caleb is poised for continued success in the finance industry.
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