Evan Radin

Financial Advisor at Capital Financial Planners

Role: Financial Advisor at Capital Financial Planners
Location: Syracuse-Auburn, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Evan Radin

We specialize in helping federal employees navigate the complexities of their unique…

Experience

Financial Advisor
Capital Financial Planners
Dec 2024 — Present

Education

SUNY Geneseo
Bachelor's degree: Business Administration and Management, Minor: Spanish
2013 — 2017

Skills

Leadership
Customer-Focused Service
Research
Public Speaking
Microsoft Word
Project Management
Microsoft Office
Customer Service
Management
Powerpoint
Microsoft Excel

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@retfed.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Capital Financial Planners

Financial Services · 10 employees · Founded 2015 · Chevy Chase, Maryland, United States

We are a team of experienced financial professionals that specialize in federal employee benefits and retirement planning. Through our Federal Employee Financial Literacy and Education Workshop we provide federal employees with the information they need to understand their full financial picture so they can make smart and informed financial decisions. This workshop was created to compliment and in some cases supplement OPM\'s public law mandate requiring human resources in the various government agencies to provide all employees with financial literacy and education prior to retirement in response to increasing federal employee retirees declaring bankruptcy. More information can be found on our showcased page. In addition to our workshop, we are a financial planning firm that pride ourselves on helping you pursue your short and long term goals by creating a well-defined and realistic financial plan to help lead you towards a comfortable and more enjoyable retirement. We focus heavily on social security maximization, strategic tax planning, and estate planning to create a tax friendly distribution and legacy plan for clients. Our strong knowledge of federal employee benefits allows us to assist public sector and federal employees by incorporating their various important benefits into their retirement plans.

retfed.com

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About Evan Radin

Experience

Financial Advisor

Education

SUNY Geneseo

Skills

Find verified contacts for anyone on LinkedIn