This is an exciting time for our business! Capital Financial Planners, LLC is quickly approaching 30 years of providing personalized financial planning and investment solutions to our clients. Danae has been with us for nearly five years, and has taken on more and more client responsibilities. We have a fresh logo and a new website. And Chad Campbell has been with us for about six months now.
Chad comes to us with over seven years experience as a Trust Officer, having worked with affluent clients to identify their goals and needs and implement appropriate solutions. His experience includes having undergone a rigorous program of education and examination in the areas of taxes, investments, financial planning, trusts, and estates to earn his Certified Trust and Financial Advisor (CTFA) designation. His character, integrity, ethics, and client-first approach make him a natural fit for our clients and our firm.
Chad has deep Salem roots and serves on the Board of Directors of The Rotary Club of South Salem. We look forward to his providing continuity of service for existing clients, and additional capacity and expertise to allow for our continuing growth as a firm.
While Chad will be doing much of the same fee based investment management and hourly counseling our clients are used to, Chad’s background as a Trust Officer lends itself well to specializing in working with Trustee clients.
Something else new to Capital Financial Planners, LLC happens to be our blog! It is unlikely that we will ever post advice concerning some overly exotic strategy for planning your financial future, but we do hope to provide some educational tidbits from time to time that some may find interesting, or even useful.
If you’re reading, we figure you are either a client of ours or someone who is considering becoming one. If you fall into one of those camps, then our guess is you might want to know what our take is on things every once in a while. So, we’ve elected to begin sharing our thoughts via this blog. We hope you enjoy.