Ralph A. Capristo
Managing Partner, Certified Financial Planner™ at Forthright Wealth Planning
- Role
- Managing Partner, Certified Financial Plannertm at Forthright Wealth Planning
- Location
- Allentown, PA, US
- LinkedIn followers
- 500 followers
About Ralph A. Capristo
I’m an experienced financial services professional with a passion for helping families…
Experience
Managing Partner, Certified Financial Plannertm
May 2019 — Present · Allentown, PA, US
I provide comprehensive financial planning services to families and business owners to help everyone achieve their financial life goals. The services that my partners and I provide include all elements of the financial planning process: retirement planning, behavioral financial coaching, social security & Medicare planning, retirement income planning, income tax planning, investment planning which includes asset allocation and diversification strategies, business succession planning, estate planning and insurance planning. Securities and advisory services are offered through Centaurus Financial, Inc, member FINRA/SIPC, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: PA, IL, NC, NV and UT. Forthright Wealth Planning and Centaurus Financial, Inc. are not affiliated.
Education
Certified Financial Planner Board of Standards Inc.
CERTIFIED FINANCIAL PLANNER™
2015 — 2016
Penn State University
B.S., Business Administration - Finance
2001 — 2006
The American College of Financial Services
Retirement Income Certified Professional®
2018
Misericordia University
MBA, Master of Business Administration
2009 — 2010
The American College of Financial Services
Tax Planning Certified Professional®
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