CAPITAL FINANCIAL OPPORTUNITIES, LLC
GULFPORT, FLORIDA

It is my belief, that while it is our collective goal to reach your financial objectives, it is the relationship that I develop with my clients that defines my business. So I’d like to introduce myself. I have over 35 years of experience in the financial arena, starting right out of college at an accounting firm on Wall Street in New York. I was immediately enamored by this industry and set the task of learning as much about it as I could. Also earning a degree in Finance, our family relocated to Florida in 1979, where I took a slight career tack into Banking and Financial Services. Ultimately serving as Senior Vice President and Retail Sales Manager for a major bank, my direct responsibilities included the sales and cross-selling initiatives for all thirty-eight branches. This required a thorough knowledge and understanding of multiple financial product lines as well as an understanding of the mortgage and lending business. It is during this time that I established the strongest relationships that I have today. It is also during this period that I established myself as a trusted partner and resource for sound financial decisions. This consultative process helps my clients understand their financial options to make informed, accurate choices. My clients mostly focus on what they need or want to do with their careers and families. I bring value to their lives by ensuring that their financial decisions are made effectively. We build a customized plan that encompasses wealth generation, wealth protection, wealth preservation, wealth transfer and wealth distribution. I truly care about my client’s goals and I believe it shows in the attention to detail and personal service that I provide. I take my client’s success personally, hopefully motivating them as they often motivate me. It is my belief, that while it is our collective goal to reach your financial objectives, it is the relationship that I develop with my clients that defines my business. So I’d like to introduce myself. I have over 35 years of experience in the financial arena, starting right out of college at an accounting firm on Wall Street in New York. I was immediately enamored by this industry and set the task of learning as much about it as I could. Also earning a degree in Finance, our family relocated to Florida in 1979, where I took a slight career tack into Banking and Financial Services. Ultimately serving as Senior Vice President and Retail Sales Manager for a major bank, my direct responsibilities included the sales and cross-selling initiatives for all thirty-eight branches. This required a thorough knowledge and understanding of multiple financial product lines as well as an understanding of the mortgage and lending business. It is during this time that I established the strongest relationships that I have today. It is also during this period that I established myself as a trusted partner and resource for sound financial decisions. This consultative process helps my clients understand their financial options to make informed, accurate choices. My clients mostly focus on what they need or want to do with their careers and families. I bring value to their lives by ensuring that their financial decisions are made effectively. We build a customized plan that encompasses wealth generation, wealth protection, wealth preservation, wealth transfer and wealth distribution. I truly care about my client’s goals and I believe it shows in the attention to detail and personal service that I provide. I take my client’s success personally, hopefully motivating them as they often motivate me. Our mission at Capital Financial Opportunities is to allow you to focus on what you need to, or want to do. Since most of our clients juggle the complexities of careers and families, we ensure that their financial affairs are goal oriented and professionally monitored. Planning and execution are our forte. We simplify the investment process. We consult with you to help you achieve your goals and provide reassurance through professional monitoring of your accounts Our clients are successful Business owners, Senior executives, Professional Athletes, Physicians, and Lawyers. Every client whether it be a college graduate just starting a career or a retiree, have their own unique circumstance. That means you are more than just a number- we know your dreams and goals. And we develop individual strategies to get you where you want to go. Let us be your personal CFO. On our site you will find our company philosophy and services. You will also discover a wealth of information. Please utilize our Market research, Educational videos and calculators.