Kevin J. Caputo, Cfp®, Cima®
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Kevin J. Caputo, Cfp®, Cima® Email & Phone Number

Managing Director, Wealth Management Advisor at Apollon Wealth Management, LLC
Location: Austin, Texas, United States 6 work roles 2 schools
1 work email found @rbc.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@rbc.com
LinkedIn Profile matched
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Current company
Apollon Wealth Management, LLC
Role
Managing Director, Wealth Management Advisor
Location
Austin, Texas, United States
Company size
113 employees

Who is Kevin J. Caputo, Cfp®, Cima®? Overview

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Quick answer

Kevin J. Caputo, Cfp®, Cima® is listed as Managing Director, Wealth Management Advisor at Apollon Wealth Management, LLC, a company with 113 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Kevin J. Caputo, Cfp®, Cima®.

Kevin J. Caputo, Cfp®, Cima® previously worked as Wealth Management Advisor at Apollon Wealth Management, Llc and Senior Vice President - Financial Advisor at Rbc Wealth Management. Kevin J. Caputo, Cfp®, Cima® holds Bachelors, Business from California Lutheran University.

Company email context

Email format at Apollon Wealth Management, LLC

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*@rbc.com
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AeroLeads found 1 current-domain work email signal for Kevin J. Caputo, Cfp®, Cima®. Compare company email patterns before reaching out.

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Profile bio

About Kevin J. Caputo, Cfp®, Cima®

Kevin has worked in the financial services industry for over 25 years. He began his career in banking and lending, and transitioned into wealth management to better serve his clients in 2000. His background and experience extend into various areas of wealth management; including portfolio construction, alternative investments,tailored lending, and wealth transfer strategies. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as a Certified Investment Management Analyst® (CIMA®), a designation awarded by the Investments & Wealth Institute™ Additionally, Kevin has passed the Series 7, 31, 63, 65 examinations, and is insurance licensed in the state of California.

Listed skills include Investments, Finance, Financial Services, Alternative Investments, and 9 others.

Current workplace

Kevin J. Caputo, Cfp®, Cima®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Apollon Wealth Management, LLC
Apollon Wealth Management, Llc
Managing Director, Wealth Management Advisor
Austin, TX, US
Website
apollonwealthmanagement.com
Employees
113
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Company profile
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6 roles

Kevin J. Caputo, Cfp®, Cima® work experience

A career timeline built from the work history available for this profile.

Senior Vice President - Financial Advisor

Rbc Wealth Management

1901 Avenue Of The Stars, Ste 1901, Los Angeles, CA 90067

Kevin works with a select group of entrepreneurs, executives, and families in managing their financial wealth. He works closely with his clients' attorneys, accountants, and other trusted advisors to ensure that their financial matters are coordinated appropriately. He addresses his clients' wide range of complex needs and objectives by using creative.

Jan 2016 - Nov 2024

Senior Financial Advisor

Wells Fargo Advisors, Llc

Beverly Hills

Kevin earned the firm's "Certified PIM Portfolio Manager" designation, which only a select group of Financial Advisors has received. Additionally, he was a recurring Premier Advisor. The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more.

Feb 2009 - Jan 2016

Financial Advisor

Merrill Lynch

Century City

Jan 2000 - Jun 2006
Team & coworkers

Colleagues at Apollon Wealth Management, LLC

Other employees you can reach at apollonwealthmanagement.com. View company contacts for 113 employees →

PF Patrick Floyd, Cfp®, Cka® Patrick Floyd, Cfp®, Cka® Colleague at Apollon Wealth Management, Llc Columbia, South Carolina, United States, United States View → LH Lynne Holcomb, Cfa Lynne Holcomb, Cfa Colleague at Apollon Wealth Management, Llc Hartford, Connecticut, United States, United States View → NK Nahal Kermani Nahal Kermani Colleague at Apollon Wealth Management, Llc Greater Chicago Area, United States View → OH Owen H. Malcolm, Cfp® Owen H. Malcolm, Cfp® Colleague at Apollon Wealth Management, Llc Peachtree Corners, Georgia, United States, United States View → PD Paul Defrances Paul Defrances Colleague at Apollon Wealth Management, Llc Mount Pleasant, South Carolina, United States, United States View → CF Chris Franklin Chris Franklin Colleague at Apollon Wealth Management, Llc Mount Pleasant, South Carolina, United States, United States View → DP David Palkovitz, Cfp® David Palkovitz, Cfp® Colleague at Apollon Wealth Management, Llc Lexington County, South Carolina, United States, United States View → AF Ann Fiordaliso Ann Fiordaliso Colleague at Apollon Wealth Management, Llc Greater Philadelphia, United States View → MB Mike Brinton Mike Brinton Colleague at Apollon Wealth Management, Llc Nashville, Tennessee, United States, United States View → DC Dawn Campbell Dawn Campbell Colleague at Apollon Wealth Management, Llc Medford-Grants Pass Area, United States View →
2 education records

Kevin J. Caputo, Cfp®, Cima® education

Investment Management Consultants Association (Imca ®) Certification Program

The Wharton School
FAQ

Frequently asked questions about Kevin J. Caputo, Cfp®, Cima®

Quick answers generated from the profile data available on this page.

What company does Kevin J. Caputo, Cfp®, Cima® work for?

Kevin J. Caputo, Cfp®, Cima® works for Apollon Wealth Management, LLC.

What is Kevin J. Caputo, Cfp®, Cima®'s role at Apollon Wealth Management, LLC?

Kevin J. Caputo, Cfp®, Cima® is listed as Managing Director, Wealth Management Advisor at Apollon Wealth Management, LLC.

What is Kevin J. Caputo, Cfp®, Cima®'s email address?

AeroLeads has found 1 work email signal at @rbc.com for Kevin J. Caputo, Cfp®, Cima® at Apollon Wealth Management, LLC.

Where is Kevin J. Caputo, Cfp®, Cima® based?

Kevin J. Caputo, Cfp®, Cima® is based in Austin, Texas, United States while working with Apollon Wealth Management, LLC.

What companies has Kevin J. Caputo, Cfp®, Cima® worked for?

Kevin J. Caputo, Cfp®, Cima® has worked for Apollon Wealth Management, Llc, Rbc Wealth Management, Wells Fargo Advisors, Llc, Morgan Stanley Smith Barney, and Merrill Lynch.

Who are Kevin J. Caputo, Cfp®, Cima®'s colleagues at Apollon Wealth Management, LLC?

Kevin J. Caputo, Cfp®, Cima®'s colleagues at Apollon Wealth Management, LLC include Patrick Floyd, Cfp®, Cka®, Lynne Holcomb, Cfa, Nahal Kermani, Owen H. Malcolm, Cfp®, and Paul Defrances.

How can I contact Kevin J. Caputo, Cfp®, Cima®?

You can use AeroLeads to view verified contact signals for Kevin J. Caputo, Cfp®, Cima® at Apollon Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Kevin J. Caputo, Cfp®, Cima® attend?

Kevin J. Caputo, Cfp®, Cima® holds Bachelors, Business from California Lutheran University.

What skills is Kevin J. Caputo, Cfp®, Cima® known for?

Kevin J. Caputo, Cfp®, Cima® is listed with skills including Investments, Finance, Financial Services, Alternative Investments, Financial Advisory, Insurance, Risk Management, and Wealth.

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