John Gattulli

About John Gattulli

As a Financial Advisor and owner of Capital Education Network, I help professors look…

Experience

1. Financial Advisor & Owner

   Capital Education Network

   Jun 1995 — Present · Albany, NY, US

   WHAT WE DO:We believe in listening to you and creating plans tailored to your specific needs and objectives. We draw on over 25 years of experience and use tactical solutions to guide you toward your financial goals. HOW WE DO IT:We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.We help you:Plan your retirement by making the most of your employer-sponsored retirement plans and IRAs and determining how much you need to retire comfortably. Manage your tax by referring you to qualified tax specialists Put in place the right insurance & long-term care plans by reviewing your existing insurance policies. and recommending changes when appropriate. Plan your investment by determining your asset allocation needs and understanding your risk tolerance so we can recommend the appropriate investment vehicles to help you pursue your financial goals. WHAT MAKES US DIFFERENT:As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we\'ll work to develop a program with the goal of carefully balancing investment strategies with preserving principal. Want To Learn More:(51••••••77 | Income Planning Services | Insurance Planning