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Matthew D. Callero CRPC®

Matthew D. Callero CRPC®

Chartered Retirement Planning Counselor

Matthew Callero is the President and CEO of Callero Capital Management.  He has been serving investor needs in the financial services industry since 2002.  As a Chartered Retirement Planning Counselor, he specializes in providing comprehensive wealth management services which includes asset management, retirement income planning, risk management, estate preservation and various aspects of business planning.  He is located full-time in our Niles, IL office.  Matt regularly meets with clients, attorneys, institutional money managers, and strategists to determine the most efficient ways to help our clients.

Matt earned a B.A. in Communications from Spring Hill College in 2002.  He is the recipient of the Certified Financial Planner degree from Northwestern University. In 2013, he earned the Chartered Retirement Planning Counselor, CRPC® from The College For Financial Planning.  He holds the FINRA Series 7, 6, 63, 65, Illinois Life and Annuity licenses.