Edward Caballero - Managing Partner with credentials including CFA®, CFP®, CAIA®, and AIF®, specializing in analytical planning, investment oversight, and client-focused advisory work.

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Edward Caballero

Managing Partner

I grew up in a bicultural household shaped by grit, generosity, and the belief that education could change everything. My parents—first-time entrepreneurs who built a transportation business from the ground up—taught me that sacrifice, discipline, and long-term thinking aren’t just financial values; they’re life values.

At UC Davis, while learning to calculate income statements, I realized each class I attended meant another 3,000 miles driven by my father. That moment stayed with me. It’s what inspires the way I serve today: with respect for the stories behind the spreadsheets.

Though I began in civil engineering, I found my true calling at the intersection of economics, communication, and human connection.

At 17 Mile Drive, we offer guidance rooted in empathy and clarity. Our mission is simple: to help clients feel seen, supported, and confident in life’s most important financial decisions.

On a personal note, my wife, Sarah and I live in Walnut Creek with our two dachshunds, Ralph and Mabel—grateful every day to call this community home as we look forward to the next chapter of our lives together.

Education

  • Bachelors of Arts, Economics – University of California, Davis
  • Bachelors of Arts, Communications – University of California, Davis