CAPITAL FINANCIAL OPPORTUNITIES, LLC
GULFPORT, FLORIDA

Capital Financial Opportunities, LLC is a distinguished financial advisory firm dedicated to developing meaningful relationships with clients to achieve their financial goals. With over three decades of experience in the industry, founded by a seasoned professional who began their career on Wall Street and transitioned to banking roles in Florida, the company excels in providing personalized financial strategies for wealth generation, protection, preservation, transfer, and distribution. Headquartered in Gulfport, FL, with a focus on serving clients such as business owners, executives, professionals, athletes, physicians, and lawyers, Capital Financial Opportunities ensures that financial plans are goal-oriented and professionally monitored. Incorporated on March 5, 2014, under Florida Laws Article III (FLAL), the company is currently active and has been managing its affairs since the last event recorded on September 28, 2021. The firm's office, located at 6124 Pasadena Point Blvd S, Gulfport, FL, can be reached at (727) 687-3014. Its comprehensive website offers insights into the company philosophy, educational resources including market research, videos, calculators, and detailed information on its services. Guided by Manager Saralyn J Rickman, Capital Financial Opportunities remains committed to a client-first approach, ensuring that each strategy is uniquely tailored to individual circumstances and aspirations. The mission of simplifying complex financial structures aligns with the firm's goal of empowering clients—whether at their career onset or in retirement—to focus on personal objectives while professionally managing their finances. Further details can be found under its Filing Number: L14000037330 (FEI: 47-1395457) and is expected to submit its next annual report by April 3, 2024.