Professional:
Calvin Varghese earned his Bachelor's degree in Finance from Oakland University. During college, he built a strong foundation in financial planning, investments, banking, and business analysis. His coursework and hands-on projects helped develop the attention to detail, analytical thinking, and organizational skills that are essential in the financial services industry.
Before joining Cobblestone, Calvin gained experience in banking and customer service, assisting clients with account needs, financial transactions, and everyday banking questions. Those experiences reinforced the importance of accuracy, clear communication, and providing dependable service to every client.
Personal:
Outside of work, Calvin enjoys following the financial markets and staying up to date on business and economic news. He was previously a funded trader with a proprietary trading firm, an experience that strengthened his understanding of market behavior, risk management, and discipline. In his free time, he enjoys watching basketball, baseball, and football, as well as spending time with family and friends.
At Cobblestone:
As a Financial Client Case Manager, Calvin works closely with the advisory team to help keep the financial planning process organized and efficient. He assists with opening and servicing client accounts, preparing paperwork, maintaining client records, and ensuring client requests are completed accurately and on time.
Calvin believes great client service starts with being dependable, responsive, and detail oriented. He takes pride in supporting both clients and advisors while helping create a smooth, positive experience throughout the financial planning process.