Bryan Balanta-Caballero

Bryan Balanta-Caballero

Financial Consultant | Guiding Families Beyond 401(k) Dependence With Wealth Protection, Life Insurance, Indexed Growth, and Tax-Free Retirement Strategies Offering Comprehensive Solutions for Every Financial Future

Role
Financial Consultant at Global Financial Impact
Location
Washington, DC, US
LinkedIn followers
500 followers

About Bryan Balanta-Caballero

I am a first-generation junior student at Virginia Tech majoring in finance. Being a transfer from Northern Virginia Community College, I am trying to get myself as involved as possible around campus. During my time here, I have attended multiple career insights events hosted by various speakers and companies to learn as much as I can about the field of finance.

Experience

  1. Financial Consultant

    Global Financial Impact

    Jul 2025 — Present

    Strategic Planning – Designed and executed financial plans that directly supported organizational growth targets.Financial Analysis – Produced accurate forecasts and budgets that improved decision-making and reduced financial risks.Investment Management – Managed client portfolios with consistent returns while maintaining balanced risk exposure.Client Relations – Built strong client relationships by delivering customized financial strategies and long-term wealth solutions.Communication – Clearly presented financial insights and performance results to executives and stakeholders, driving alignment on key initiatives.

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Bryan Balanta-Caballero — Financial Consultant at Global Financial Impact in Washington, DC, US | Unifers