Company Email Format Management

Capstone Financial Group - AIC

Investment Management United States 35 employees

Employees: 35
Contacts: 2
Emails: 2

capstonefinancial.net LinkedIn

Capstone Financial Group - AIC Overview

Headquarters: United States
Website: capstonefinancial.net
Industry: Investment Management
Employees: 35
Founded: 2001
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Equity Fixed Income and Alternative Investments Life Health Disability Insurance Estate Planning Retirement Planning

About Capstone Financial Group - AIC

Capstone Financial is a full-service financial planning firm based in Folsom, CA. We offer insurance and wealth management solutions for individuals and businesses all over the greater Sacramento area and throughout California. Chris Vaccaro, founder and CEO of Capstone, has over 20 years of experience in the industry and is known for his skills in capital preservation as well as building relationships with all of his clients. Capstone has been growing in recent years and has assembled a team of experienced professionals with shared goals for excellent customer service, creative problem-solving and well-designed financial strategies. Our team is focused on our clients' goals and is dedicated to our clients' financial success.

Capstone Financial Group - AIC Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage

Capstone Financial Group - AIC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Bill Kennedy	Financial Advisor at Capstone Financial Group-aic		View
Louay A. Elhadj	Financial Advisor	Greater Sacramento, United States	View
Scott Planer	Financial Advisor at Capstone Financial Group	Roseville, California, United States	Email
Michael Arthurs, Cff®	Financial Advisor and Certified Financial Fiduciary® at Capstone Financial Group	Folsom, California, United States	Email