We are excited to introduce Graham Caplan, a registered assistant and recent addition to the Capitol Wealth Management team. Graham graduated from Loyola Marymount University with a degree in Finance and a goal to pursue a career in financial management.
Most impressively, Graham passed the first part of the Chartered Financial Analyst (CFA®) exam which is unquestionably one of the most challenging exams in the financial industry. In addition, he passed the Series 7 and Series 66 securities exams and is working to complete the Certified Financial Planner (CFP®) certification. In summary, Graham has proven to be extremely smart, dedicated and driven. We are delighted to have him on our team and I look forward to mentoring him in the years ahead.
A common question I hear is “Are you grooming Graham as the first step in your retirement?” Actually, it’s just the opposite. Among Graham’s strengths is his ability to perform investment analysis and financial planning calculations. His support frees me up to have more one-on-one time with existing and prospective clients.
Our mission is to provide our clients with exceptional service. Graham helps us complete the teams dedication to doing just that.
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.