Capital Insurance & Investment Planning, Inc.
About
We are an independent financial services firm committed to helping our clients with every phase of their financial life. We are a Fee for service firm offering a free 1 hour consultation.
We pride ourselves on our comprehensive innovative process that place the clients in control with the guidance they need.
Our staff is highly credentialed. I personally have a Masters designation with the International Association of Registered Financial Consultants, a BS in Finance and Business Administration. I have more than 30 years expeirence in Wealth Management, Investment, Financial, Retirement and Estate planning. I have received numerous industry and professional awards for over my career.
Please see our website www.capitalinsureinvest.com and see us on facebook and Linkedin.
The satisfaction of seeing my clients obtain their goals. The freedom of choice my clients expeirence when we have their planning in place.
We measure our success by the success of our clients.
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Frequently asked questions
What is your typical process for working with a new customer?
We need to understand what our clients goals and objectives and what is most important to them. We then concentrate on learning about what their risk tolerance is when investing and what their time horizons are for each of their goals. We ask a great many questions to learn as much as we can about our clients before we make any recommendations.
What education and/or training do you have that relates to your work?
I have a BS in Finance and Business Administration, a Masters designation from The IARFC, Internatioal Association of Registered Financial Consultants Association. I am required to complete 4o hours yearly of CPE Continuing Educational Credits to retain my credetials. I am an adjubct Professor at the Community College of Phialdephia, teaching CPE to Certified Public Accountants yearly. I have more than 30 years expeirence in Wealth Management, Investment, Retirement, Fiancail and Estate Planning.