Caleb Riccio
Senior Financial Advisor at Vanguard
Based in Scottsdale, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Scottsdale
Industry
Financial Services
Company size
28K
Contact information
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c•••••••@vanguard.com
Phone
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Background
About Caleb Riccio
I’m an accomplished professional with a solid foundation in both accounting and finance having pursued dual majors at the Leeds School of Business. My journey led me to discover a passion for Financial Advising, and I’ve thrived in Vanguard’s esteemed Financial Advisor Development Program. Currently based in Scottsdale, Arizona, I’ve achieved notable success passing the SIE, Series 7, Series 66 and CFP® Exam. Actively involved in a Vanguard Specialty Program, I take pride in guiding Mass Affluent clients towards their financial goals. With a keen eye for detail and dedication to excellence, I’m poised to transition into a High Net Worth Financial Advisor, fueled by diverse experiences gained through rotations across multiple Vanguard departments. Excited to connect and explore new opportunities in the dynamic world of finance.
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