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Capital Financial Planners

Capital Financial Planners Email Formats

Financial ServicesFlag of USBethesda, Maryland, United States11-20 Employees

Capital Financial Planners Email Formats

Capital Financial Planners uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

FormatExamplePercentage
{first name}.{last name}@company.com
john.doe@company.com
42.1%
{first name}@company.com
john@company.com
25.3%
{first name initial}{last name}@company.com
{first name initial}doe@company.com
14.8%
{first name}{last name}@company.com
johndoe@company.com
10.2%
{last name}@company.com
doe@company.com
7.6%

Key Contact at Capital Financial Planners

Flag of US

Neil Cain

Vice President, Financial Advisor, Certified Financial Planner, Federal Employee Benefits Consultant

Company overview

Headquarters2 Wisconsin Ave, Chevy Chase, Maryland 20815, US
Phone number+12403163956
Websites
NAICS52
SIC628
Keywords
Tax Planning, Retirement Planning, Estate Planning, Investment Management, Federal Employee Benefit Counseling, Federal Employee, Government Employee
Founded2015
Employees11-20
Socials

About Capital Financial Planners

We are a team of experienced financial professionals that specialize in federal employee benefits and retirement planning. Through our Federal Employee Financial Literacy and Education Workshop we provide federal employees with the information they need to understand their full financial picture so they can make smart and informed financial decisions. This workshop was created to compliment and in some cases supplement OPM's public law mandate requiring human resources in the various government agencies to provide all employees with financial literacy and education prior to retirement in response to increasing federal employee retirees declaring bankruptcy. More information can be found on our showcased page. In addition to our workshop, we are a financial planning firm that pride ourselves on helping you pursue your short and long term goals by creating a well-defined and realistic financial plan to help lead you towards a comfortable and more enjoyable retirement. We focus heavily on social security maximization, strategic tax planning, and estate planning to create a tax friendly distribution and legacy plan for clients. Our strong knowledge of federal employee benefits allows us to assist public sector and federal employees by incorporating their various important benefits into their retirement plans.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Vice President

Employees by Department

Capital Financial Planners has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Capital Financial Planners has never raised funding before.

Frequently asked questions

Capital Financial Planners is located in Bethesda, Maryland, US.
You can reach Capital Financial Planners at +12403163956.
Capital Financial Planners was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.
Capital Financial Planners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

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