Eduardo Caldera in

Eduardo Caldera

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Investment Advisor Representative at Regency Capital
📍 Irvine, California, United States

Eduardo Caldera is a Risk Management Specialist at Regency Capital with experience since 2004. A graduate of the USC Marshall School of Business, he specializes in preserving retirement funds for recent retirees by partnering with financial advisors, attorneys, and CPAs on comprehensive legacy and business succession planning.

An alumnus of Loyola High School of Los Angeles and USC, Eduardo currently resides in Orange County, California. He values building relationships based on trust and integrity, often referencing principles from thought leaders like Brian Tracy to guide his professional and personal interactions.

Unique fact: He specializes in leveraging multi-year planning to help clients avoid unnecessary tax consequences during retirement.

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Experience
14 Years
Current Role
Investment Advisor Representative
Job Level
Junior
Location
Irvine, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Eduardo cares about

Retirement Preservation
His primary professional focus is on the growth and preservation of retirement funds for his clients, particularly recent retirees.
Tax-Efficient Planning
He helps clients solve tax and income concerns during their retirement distribution years, utilizing strategies like Roth conversions.
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Career

Work history

11-2011
Investment Advisor Representative
Regency Capital
In the press

Media appearances

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Education
1997 - 2001
Business Administration
USC Marshall School of Business
1993 - 1997
Education details unavailable
Loyola High School of Los Angeles
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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