James Capper

James Capper Email and Phone Number

Capper Advertising and Wealth Management @
James Capper's Location
Greater Sacramento, United States
James Capper's Contact Details
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.

James Capper's Current Company Details
Capper Wealth Management

Capper Wealth Management

Capper Advertising and Wealth Management
James Capper Work Experience Details
  • Capper Wealth Management
    President
    Capper Wealth Management Sep 2023 - Present
    Everywhere
    LinkedIn, Facebook, etc...
  • Protection Point Advisors
    Financial Advisor
    Protection Point Advisors Jan 2023 - Sep 2023
    Roseville, California, United States
    View
  • Maclean Financial Group
    Business Development Officer & Insurance Specialist
    Maclean Financial Group Jan 2021 - Sep 2023
    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.
    View
  • Pacific Advisors
    Wealth Management Advisor
    Pacific Advisors Jun 2017 - Dec 2020
    Sacramento, California Area
    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.
    View
  • Massmutual Financial Group
    Insurance Advisor
    Massmutual Financial Group Mar 1996 - Jun 2007
    Sacramento, California Area
    View
  • Connecticut Mutual
    Insurance Agent
    Connecticut Mutual Jan 1986 - Mar 1996
    Sacramento, California Area
    View

James Capper Skills

Insurance Life Insurance Disability Insurance Term Life Insurance Fixed Annuities General Insurance Health Insurance Property And Casualty Insurance Underwriting Commercial Insurance

James Capper Education Details

Frequently Asked Questions about James Capper

What company does James Capper work for?

James Capper works for Capper Wealth Management

What is James Capper's role at the current company?

James Capper's current role is Capper Advertising and Wealth Management.

What is James Capper's email address?

James Capper's email address is ja****@****oup.com

What is James Capper's direct phone number?

James Capper's direct phone number is +191641*****

What schools did James Capper attend?

James Capper attended California State University Maritime Academy.

What skills is James Capper known for?

James Capper has skills like Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, General Insurance, Health Insurance, Property And Casualty Insurance, Underwriting, Commercial Insurance.

Not the James Capper you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.