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Capstone Financial Group

Tel: 916-467-8850
620 Coolidge Drive, #165
Folsom, CA 95630
Capstone Financial Group | Financial Advisor in Folsom ,CA

About Capstone Financial Group

Capstone Financial Group is one of the Sacramento region's prominent financial services and wealth management firms. Founded in 2002 by Chris Vaccaro, CLU, ChFC, Capstone has earned a strong reputation with the surrounding communities. Based in Folsom California, our local office is comprised of 6 advisors and 4 support staff. Capstone is also home to another 11 advisors throughout the western states. While we are considered a large firm, our personalized approach is designed to give every client a custom planning experience. With over $160 million in assets under management and another $135 million in other investments, our advisors have a broad range of experience and knowledge. Capstone Financial Group is uniquely positioned to help you with your personal, family, and business planning needs. Please reach out to us to schedule a time for a preliminary conversation. Our process is straightforward, educational, and moves at your pace. We look forward to helping you with the financial issues, fears, concerns, and big questions. Let's get started today!


General Information

Firm Start Year:   2002
Gender:   Male
States Licensed in:   California, Nevada, Oregon, Washington, Idaho, Arizona, Alabama, and Colorado
Number of Years with Current Firm:   19
Advisory Services Provided:   Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning




Disclaimer

Representatives offer products and services using the following business names: Capstone Financial Group - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC - securities and investments | Ameritas Advisory Services (AAS) - investment advisory services. AIC and AAS are not affiliated with Capstone Financial Group or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

CFG

Capstone Financial Group

My Team

I enjoy working with my clients to provide the answers to life's financial planning questions. As someone who is very relationship based, getting to know my clients while working together is a great way to build trust. I spend the time to not only provide options, but also educate them so that we have a mutual understanding of the work we do together. My experience working with individuals as well as business owners and businesses gives me an advantage that comes from working through some of the ...more

My MISSION: Is to help you simplify your financial life and live your life dreams. I do this by helping you to navigate through each of life's cycles. Together, we will build a plan that will help you reach your goals, through the joys of a fulfilling retirement and family legacy assignments: We will assess your current financial status and future dreams. Then, we take the steps needed to guide you through a planning process that will help you make the most of your current income and sav ...more

I have been with Capstone Financial group for 6 years and have been in the industry since 2002. I work with individuals, families, and business owners to plan for a bright future by identifying their goals and objectives and building a strategy to help those goals become a reality. I provide my clients with the protection, savings, and growth options they need for their families and their future. I have worked to achieve my designation as a Certified Financial Fiduciary and strive to educate my ...more

Daniel Shelly Daniel Shelly

Daniel joined the Capstone Financial Group team in 2016. He has been in the financial services industry since 2013 and holds a bachelor's degree in Business Administration with a focus in Accounting and Economics. He is securities registered with Ameritas Investment Company, LLC currently holding the Series 6, 63 and 65 securities registrations. Identifying his client's goals to best understand what is important to them is the most important first step in his planning process. Daniel strives to ...more

Communities Served

Sacramento El Dorado
Placer Yolo
Solano San Joaquin
Santa Clara Almeda.