We believe in our community and feel that it is our privilege and responsibility to give back some of our time, skills, and earnings to make things just a little bit better. When you partner with Capital Financial Planners, LLC you are partnering with real-people professionals; people who get involved for the right reasons, who strive to do good work for good work’s sake, who care about the health of their neighbors, community, and environment, much the same manner in which we care about running our business in the most productive and responsible fashion.
Our community involvement includes:
Rotary Club of Salem, South Salem Rotary, St. Paul’s Episcopal Church, Family Building Blocks Young Leaders Council, Willamette University Alumni Association Board of Directors, Willamette Humane Society
Additionally, Barry currently serves as co-chair for a major community project, the Gerry Frank Rotary Amphitheater.
Our professional involvement includes:
Willamette Valley Estate Planning Council, The Estate Planning Council of Portland, Financial Planning Association, Mid-Valley Tax Forum, Salem Chamber of Commerce, Institute of Certified Bankers