Ricardo Calderon
With over 25 years of dedicated experience in financial stewardship and trust services, Ricardo Calderon specializes in providing comprehensive care and protection for seniors' financial well-being. As founder of Calderon Family Office & Trustee, he serves as a trusted advocate for elderly clients who seek professional assistance in managing their wealth and personal affairs with the attention and care they deserve.
Ricardo's extensive background includes serving as Vice-President and Portfolio Manager at Mechanics Bank, and Managing Director at First Republic Investment Management in Santa Barbara, where he developed expertise in addressing the unique needs of senior clients, particularly those managing assets of $10 million and above.
Combining his Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations with deep experience in trust services, Ricardo offers a holistic approach that goes beyond traditional wealth management. He coordinates with healthcare providers, oversees bill payments, manages property maintenance, and ensures his clients maintain their dignity while their affairs are professionally managed.
.jpg/:/cr=t:11.13%25,l:0%25,w:100%25,h:75.12%25/rs=w:640,h:320,cg:true)
As an active member of the Santa Barbara Estate Planning Council, Ricardo stays current with the latest developments in estate planning and elder care. His commitment to serving seniors stems from his own experience helping family members navigate their later years with grace and security.
In the community, Ricardo contributes his expertise to various organizations focused on senior welfare and has established relationships with local healthcare providers, elder law attorneys, and other professionals crucial to comprehensive senior care.
Ricardo's calm demeanor, patience, and attention to detail make him particularly well-suited to working with elderly clients who value clear communication and trustworthy guidance. He takes pride in serving as a dependable preserve in his clients' lives, providing peace of mind to those who want their affairs managed with expertise and compassion.
Away from work, Ricardo maintains strong family values with his wife, Dinah, and their two daughters.His personal interests include art history, classical literature, and music, allowing him to create meaningful connections with clients who share similar cultural appreciations.