Caleb M. Lopez, MBA, IAR | Chief Investment Officer

Caleb M. Lopez is the President and Founder of University Wealth Advisors LLC (UWA), a boutique investment advisory firm dedicated to serving the unique financial needs of faculty and staff at universities in Ohio and Michigan. Caleb holds an MBA from Franciscan University of Steubenville and is a licensed Series 65 fiduciary investment advisor. Caleb began his career at an estate planning firm, where he collaborated with teams of advisors, accountants, and attorneys to navigate complex client situations. This experience shaped his ability to provide comprehensive financial strategies tailored to individual needs. Recognizing a gap in financial services specifically designed for educators and university employees, Caleb founded UWA to empower academics to navigate the complexities of retirement planning, investment strategies, and wealth management with clarity and confidence. Caleb’s work is deeply rooted in his love for academics, personal finance, and The Classics. He integrates intellectual rigor, behavioral insight, and immaterial values into his approach, ensuring that financial strategies not only achieve measurable goals but also align with his clients’ broader life aspirations. His entrepreneurial mindset, combined with a commitment to financial literacy, enables him to provide personalized, ethical advice that reflects the unique challenges and opportunities faced by university employees. In addition to his professional accomplishments, Caleb is a dedicated husband, father, and community member. When he’s not working with clients or growing his business, he enjoys spending quality time with his family, serving his parish, and exploring opportunities for personal and professional development. Through his work and personal endeavors, Caleb remains steadfast in his mission to help individuals and organizations thrive financially while staying true to their values.