Costa Capellas

Wealth Manager

Role
Wealth Management Advisor at Pacific Capital Resource Group
Location
Lake Oswego, OR, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Costa Capellas

Today’s changing times require families to think about their financial partners for the…

Experience

  1. Wealth Management Advisor

    Pacific Capital Resource Group

    Jul 2003 — Present

Skills

  • Life Insurance
  • Finance
  • Financial Advisory
  • Securities
  • Investment Advisory
  • Estate Planning
  • Leadership
  • Management
  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Investments
  • Financial Services

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Costa Capellas — Wealth Management Advisor at Pacific Capital Resource Group in Lake Oswego, OR, US | Unifers