Caleb M. Lopez, MBA, IAR

Caleb M. Lopez is the President of University Wealth Advisors LLC (UWA). Caleb accomplished his MBA at Franciscan University of Steubenville and is a licensed Series 65 fiduciary investment advisor. Caleb started his career at an estate planning firm where he worked with teams of advisors, accountants, and attorneys while working on complex client situations. Caleb left his previous firm to start a boutique investment advisory practice which serves the specific needs of faculty and staff at universities in Ohio & Michigan.  As a lover of academics, personal finance, and The Classics, Caleb serves clients by integrating the intellectual, behavioral, and immaterial aspects of wealth management.