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Business Description |
I am a certified financial planner with over 10 years experience in the business. I have a completely clean compliance record, and have my Series 7, 6, 63, and 24 securities licenses. I focus on financial planning advice first and offer implementation only if requested.
Capital Planning Group is a full-service, independent wealth management firm. We get to know our clients.
We talk about what matters most and how they feel about their wealth. Armed with that knowledge, we develop action steps that help meet their needs, achieve their goals, and hopefully live their dreams. |
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| Prepared By: |
Marc Morrow |
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