Mary Caballero

Impact Benefits & Retirement

Mary20FormalAt Impact Benefits & Retirement, we’re fundamentally different from other financial services companies. Regardless of your needs—help with employee benefit programs, retirement plans, business executive benefits or personal wealth, one thing is clear, our reason for being is to make benefits and investing clear and accessible, and to make our clients’ lives easier. Impact operates on three core elements: We value or clients & community, we value the importance of people, and we value the personal impact of our work. Mary Caballero specializes in helping clients navigate the complexities of corporate retirement plans and related benefits. Mary was named as one of the 2014 Top 50 Plan Advisors under 40 by the National Association of Plan Advisors, as well as the Top Women Advisors in the Country for 2015 & 2016.

Impact Benefits & Retirement
(503) 248-0561
Portland, OR
Client Plans: 40
Participants: 2,500