Insurance & Financial Advisor — Caballaro Agency | Exponent (SMART Group Houston)
With 19 years in insurance and financial strategy, I help successful professionals and business owners protect income, reduce taxes, and build durable wealth. Bilingual (English/Español), Houston-based, relationship-driven.
I still deliver tailored coverage through Caballaro Agency (Life, Disability, Employee Benefits, Home/Auto/Commercial in TX).
Through Exponent, I add investment management and advanced planning.
Focus: Investment & Retirement Planning • Executive Retention • Business Succession & Valuation • Advanced Tax Mitigation • Individual Health (PPO access)
Office: 1800 West Loop South, Suite 1700 — Galleria
Site: caballaroagency.com