Protect your income. Reduce your taxes. Build real wealth.
Houston's go-to advisor for business owners who want to protect what they built.
Hablamos tu idioma — financiero y español.
Houston's go-to advisor for business owners who want to protect what they built.
Hablamos tu idioma — financiero y español.
Life insurance, disability income, key person coverage, buy-sell agreements, executive retention strategies
Home, auto, flood, commercial insurance across Texas through Caballaro Agency
Investment management, retirement planning, tax mitigation, business succession, and estate planning through Exponent
Individual health plans (PPO access), employee benefits, group coverage consultation
Entrepreneurs and founders who need to protect income, reduce tax burden, and prepare for succession or exit
W-2 earners, 1099 contractors, and self-employed professionals looking to maximize wealth-building strategies
CPAs, attorneys, financial advisors, and fractional CFOs who want a strategic insurance & wealth partner for their clients
Born and raised in Texas. University of Houston grad. 19 years in the insurance and financial services game. Founder of Caballaro Agency and Vice President at Exponent (SMART Group Houston).
I'm bilingual (English/Spanish), a member of the Houston Hispanic Chamber of Commerce, a husband, a dad, and a soccer junkie. I believe in cutting through the noise and delivering straight-talk financial strategy that actually fits your life.
My approach is simple: protect what you've built, reduce what you're overpaying, and build wealth that lasts. No fluff. No jargon. Just practical, consultative advice that moves fast.
Caballaro Agency
Founder | Full-Service P&C
Exponent (SMART Group Houston)
Vice President | Wealth Strategy
Houston Hispanic Chamber of Commerce
Active Member
Licensed in Texas
Life, Health, P&C, Securities*
*Securities offered through Exponent Investment Group, Member FINRA/SIPC
Whether you're looking to protect your income, reduce taxes, plan for succession, or just want a second opinion — I'm here to help.