First Command Financial Advisor - Sarah Caballero

Business Information
Sarah Caballero joined First Command Financial Services as a Financial Advisor in February 2017. As a military spouse, she understands the unique situations and circumstances that place pressure on military families and is committed to helping them discover the confidence and peace of mind that come from financial security.

A graduate of Keller Business School of Management with a Master’s degree in Business Administration, Sarah holds Series 66 and 7 securities licenses plus life and health insurance licenses in Alabama, Texas, and Rhode Island.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Sarah serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. Her thorough knowledge of military pay and benefits enables her to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Sarah will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

Active in her community, Sarah is a member of Hiring Our Heroes and serves as the Outreach Coordinator for Church With U.

In her free time, Sarah enjoys running and spending time with family.

First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”




Specialties:
Comprehensive financial planning, Investment strategies, Risk management, Debt management