President
Current
Capper Wealth Management
LinkedIn, Facebook, etc...
Sep 2023 - Present
AeroLeads people directory · profile
James Capper Email & Phone Number
Capper Advertising and Wealth Management
at
Capper Wealth Management
1 work email found
@macleanfinancialgroup.com
8 phones found area 916 and 530
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Capper Wealth Management
Role
Capper Advertising and Wealth Management
Location
Greater Sacramento, United States
Who is James Capper? Overview
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Quick answer
James Capper is listed as Capper Advertising and Wealth Management at Capper Wealth Management, based in Greater Sacramento, United States. AeroLeads shows a work email signal at macleanfinancialgroup.com, phone signal with area code 916, 530, and a matched LinkedIn profile for James Capper.
James Capper previously worked as President at Capper Wealth Management and Financial Advisor at Protection Point Advisors. James Capper holds Mechanical Engineering from California State University Maritime Academy.
Company email context
Email format at Capper Wealth Management
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{first}@macleanfinancialgroup.com
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AeroLeads found 1 current-domain work email signal for James Capper. Compare company email patterns before reaching out.
Profile bio
About James Capper
People work with me because I am passionate about creating meaningful client relationships based on trust and respect while helping them plan for their financial security.What this means is that I am dedicated to assisting you in your personal and professional life by discovering what matters most to you, and working toward holistic solutions to help you achieve your goals and plan for the future.With more than 30 years of experience in financial services, and backed by highly rated companies and industry-leading technology, my clients benefit from the confidence, security, and commitment that they always know they have a trusted financial professional who will help protect them and the ones they love. A good life doesn’t happen by accident, and a well-designed plan will help you live a good life for the rest of your life. Specializing in Executive Benefit Planning; Employee Benefits; Key Person Planning; Buy/Sell and Buy-Out Planning; Life Insurance; Disability Insurance; Long-Term Care Insurance; Charitable and Retirement Planning for executives, professionals, and small business owners.
Listed skills include Insurance, Life Insurance, Disability Insurance, Term Life Insurance, and 6 others.
Current workplace
James Capper's current company
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Capper Wealth Management
6 roles
James Capper work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Jan 2023 - Sep 2023
Business Development Officer & Insurance Specialist
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SPIC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. MacLean Financial Group, Inc., and Cambridge Investment Research, Inc. are not affiliated. CA Ins Lic.# 0696217.
Jan 2021 - Sep 2023
Wealth Management Advisor
CA Insurance License #0696217, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N. Indian Hill Blvd Claremont CA 91711, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Pacific Advisors LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not a registered investment advisor. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
Jun 2017 - Dec 2020
Insurance Advisor
Mar 1996 - Jun 2007
Insurance Agent
Jan 1986 - Mar 1996
1 education record
James Capper education
FAQ
Frequently asked questions about James Capper
Quick answers generated from the profile data available on this page.
What company does James Capper work for?
James Capper works for Capper Wealth Management.
What is James Capper's role at Capper Wealth Management?
James Capper is listed as Capper Advertising and Wealth Management at Capper Wealth Management.
What is James Capper's email address?
AeroLeads has found 1 work email signal at @macleanfinancialgroup.com for James Capper at Capper Wealth Management.
What is James Capper's phone number?
AeroLeads has found 8 phone signal(s) with area code 916, 530 for James Capper at Capper Wealth Management.
Where is James Capper based?
James Capper is based in Greater Sacramento, United States while working with Capper Wealth Management.
What companies has James Capper worked for?
James Capper has worked for Capper Wealth Management, Protection Point Advisors, Maclean Financial Group, Pacific Advisors, and Massmutual Financial Group.
How can I contact James Capper?
You can use AeroLeads to view verified contact signals for James Capper at Capper Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did James Capper attend?
James Capper holds Mechanical Engineering from California State University Maritime Academy.
What skills is James Capper known for?
James Capper is listed with skills including Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, General Insurance, Health Insurance, and Property And Casualty Insurance.
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