Kaleb Cervantes, C(k)P®
As an Associate Plan Operations Manager, Kaleb will be taking on the communication information between departments and colleagues, providing retirement plan services with technical and administrative support, working behind the scenes with systems, processes, and document management. During his recent time at Pacific Lutheran University, Kaleb was an elected member of the Master of Science Investment Fund where he was head of investment research and assistant manager for fixed income and equity investments in the portfolio. This experience allowed him to provide excellent value and support to the retirement team.
Kaleb prides himself in bringing people together, whether that be his clients or his colleagues, applying his skills to make the environment more productive and providing confidence and empowerment for those he does business with. This is evident in his volunteer work with children and parents of his community where he has been a translator as well as supported the annual youth group event where it encourages children’s creativity.
Kaleb has a Bachelor's degree in Business Finance and a Master of Science in Finance. Kaleb recently received his Certified 401(k) Professional (C(k)P®) designation, a prominent certification in the retirement services industry. He spends his free time playing basketball, taking photos of sunsets and studying astronomy.
