Capstone Financial Group - Aic
Capstone Financial is a full-service financial planning firm based in Folsom, CA. We offer insurance and wealth management solutions for individuals and businesses all over the greater Sacramento area and throughout California. Chris Vaccaro, founder and CEO of Capstone, has over 20 years of experience in the industry and is known for his skills in capital preservation as well as building relationships with all of his clients. Capstone has been growing in recent years and has assembled a team of experienced professionals with shared goals for excellent customer service, creative problem-solving and well-designed financial strategies. Our team is focused on our clients' goals and is dedicated to our clients' financial success.
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Verified contacts
32
available on Kipplo
LinkedIn employees
34
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
32 contacts with verified email or phone · masked until revealed.
- JK
John Kehoe
Vice President of Wealth Management · Finance & Accounting
EmailPhone - AS
Andrew Scott
Financial Advisor · Finance & Accounting
EmailPhone - CG
Carsten Glas
Financial Advisor · Finance & Accounting
EmailPhone - CB
Cheryl Basinger
Insurance Representative · Sales & Business Development
EmailPhone - CG
Christine Glaesman
Employee Benefits Specialist · Human Resources
EmailPhone - DH
Deborah Howe
Associate Capstone Financial Group · Finance & Accounting
EmailPhone - JO
John Ocampo
Financial Representative · Finance & Accounting
EmailPhone - JV
Jordan Ver Hoeve
Financial Advisor · Finance & Accounting
EmailPhone - OD
Obeth Dávila
Insurance Broker · Sales & Business Development
EmailPhone
Showing 9 of 32 verified contacts
Top roles at Capstone Financial Group - Aic
16 distinct titles indexed · top 10 shown.
- 12financial advisor
- 5financial representative
- 2vice president of wealth management
- 1associate capstone financial group
- 1associate financial advisor
- 1ceo and financial advisor
- 1co-founder broker associate
- 1digital marketing manager
- 1employee benefits specialist
- 1finance associate
- +6more titles
Sign up to unlock all 32 contacts at Capstone Financial Group - Aic
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