Capasso

WORK HISTORY

EDUCATION

ABOUT CAPASSO

I am a Senior Financial Counselor at Motley Fool Wealth Management, where I use my financial planning and wealth management expertise to help clients achieve their personal and financial goals. I have been working in this role for over four years, and I am a licensed financial planner (series 65) and an Accredited Financial Counselor® (AFC®) certified by AFCPE®. My mission is to empower clients to improve their financial well-being and quality of life, by providing them with customized strategies, tools, and resources that suit their needs and circumstances. I have a proven track record of building strong and lasting relationships with clients and colleagues, delivering exceptional client service and retention, and simplifying complex financial concepts for easy understanding and application. I am also a passionate and effective public speaker, with the ability to engage and inspire audiences on various topics related to finance and financial inclusion. As a former Co-President of the Financial Services Industry Exchange (Fsix), I have extensive experience in collaborating and partnering with other professionals and organizations in the financial sector.