Brenda Caballero



    Brenda Caballero - website crop


    Investment Operations Coordinator

    Financial Planning

    Brenda Caballero is an Investment Operations Coordinator in BFG’s Individual Financial Consulting Department. She joined the BFG team in 2022. In her role, Brenda provides support functions such as preparing and submitting documents, opening new accounts, maintaining client database information, preparing reports, initiating and tracking money movement and monitoring service activities. Additionally, Brenda will provide operational support to the Corporate Retirement Services team as well.

    Brenda has experience in banking and investment management. Most recently, she worked at a large credit union and specialized in card operations and federal compliance. She also spent 12 years with a large mutual fund company, where she worked with advisors and clients to set up and manage 529 college savings investment accounts.

    When she’s not in the office, Brenda enjoys spending time with her husband, 2 daughters and 4 dogs. They have 2 labs and 2 mini dachshunds, so they have lots of wagging tails when they come home. 

    She loves taking walks, going to the movies and spending time at the beach with her family. 



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