Dan Capote

About Dan Capote

Recent events have impacted us all. Among the hardest hit are business owners and professionals in our community. Key components I bring to my clients are preparation for the unexpected and solutions to protect what matters. If you have the goal to retire or transition your business in the coming years, we should talk. Now is the time to develop as much value in your assets as possible. My team helps to increase and protect value through risk management, a focus on tax consequences, and succession planning. I became a financial advisor with the understanding that everyone needs to prepare for their financial future. I have the deep knowledge and expertise to truly support my clients in this. Helping as many people as possible create the future they envision drives me every day.My financial career started with investments and expanded to lending and private banking. In past manager roles, I have helped to build teams from the ground up, and I have helped to expand several smaller companies. These early-career endeavors gave me an inside view of what business owners need to fulfill their financial obligations to employees and family while maximizing value for exit and succession.I’ve helped many people through difficult financial times working through the dot-com bubble, 9/11, and 2008 recession. While we focus on creating a road-map for success, we must plan with the knowledge that life is unpredictable. Today is the best day to start safeguarding your financial future.Life isn’t always about work. We need to have fun and give back as well. I am active in our community, sitting on boards or key committees for several organizations: Phoenix Rotary 100, ICAN Program for Youth, Chrysalis for domestic-abuse prevention, University of Florida Alumni, and Foothills HOG Motorcycle Riding Club. I am especially proud to be an honorary commander with the 944th Fighter Wing of the United States Air Force. I love to spend time outdoors, on the golf course or riding my Harley.

Experience

1. Financial Advisor

   GoldBook Financial

   Feb 2019 — Present · Scottsdale, AZ, US

   Financial Advisor and Insurance Services at GoldBook FinancialInsurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA and its affiliated U.S. insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.Please do not leave any securities trade requests via email as orders cannot be honored nor executed in this manner.

Education

• University of Florida - Warrington College of Business

  BSBA, Economics

  1992 — 1996