Team
At Capitol Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
A graduate from San Francisco State University with a BS in Business Administration, Steven has 23 years of industry experience focused on new business processing and client servicing. Licenses: Security Series 7 and Series 65 plus CA...
Tim received his BBA/Bachelor of Business Administration in Accounting at Texas A&M University, Corpus Christi. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), and a licensed California...