Since 1999, I have been able to draw from my vast knowledge of the insurance, investment, and employee benefits marketplace to provide an unparalleled level of expertise to my clients. The foundation of my approach is my unique understanding of, and passion for, assisting my clients protect, grow, and effectively distribute their assets. I personally counsel my clients in matters pertaining to:• Family and Business Succession Planning• Designing Creative Executive and Employee Benefit Programs• Income and Wealth Replacement Strategies• Retirement and Estate PlanningBorn and raised in Maryland, I graduated from the University of Maryland, College Park and currently live in Montgomery County, MD with my wife and children.I invite you to contact me at rsisco@capitalassoc.net and to visit my website at www.capitalassoc.net to learn more about how I can help you achieve your financial goals and build your financial legacy.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.Additionally, I am a Financial Services Professional of and offer securities products through NYLIFE Securities, LLC (Member FINRA/SIPC), A Licensed Insurance Agency.6901 Rockledge DriveSuite 500Bethesda, MD 20817Office Phone # (301)214-6347I am not licensed in all jurisdictions.My California Insurance License # is 0G74293Neither Capital Associates LLC nor New York Life Insurance Company, or its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Capital Associates LLC is not owned or operated by New York Life Insurance Company or its affiliates.
Listed skills include Retirement Planning, Employee Benefits, Business Planning, Succession Planning, and 7 others.
