Capstone Financial is a full-service financial planning firm based in Folsom, CA. We offer insurance and wealth management solutions for individuals and businesses all over the greater Sacramento area and throughout California. Chris Vaccaro, founder and CEO of Capstone, has over 20 years of experience in the industry and is known for his skills in capital preservation as well as building relationships with all of his clients. Capstone has been growing in recent years and has assembled a team of experienced professionals with shared goals for excellent customer service, creative problem-solving and well-designed financial strategies. Our team is focused on our clients' goals and is dedicated to our clients' financial success.
View Top Employees from Capstone Financial Group - AICWebsite | http://www.capstonefinancial.net |
Revenue | $6.4 million |
Employees | 25 (20 on RocketReach) |
Founded | 2001 |
Address | 620 Coolidge Dr Suite 165, Folsom, California 95630, US |
Phone | (916) 467-8850 |
Fax | (916) 930-6047 |
Technologies |
JavaScript,
HTML,
Font Awesome
+6 more
(view full list)
|
Industry | Investment Management, Insurance |
Competitors | Investment Advisors Inc, Strata Financial Services |
SIC | SIC Code 641 Companies, SIC Code 6411 Companies, SIC Code 64 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5242 Companies, NAICS Code 523 Companies, NAICS Code 524 Companies |
Looking for a particular Capstone Financial Group - AIC employee's phone or email?
The Capstone Financial Group - AIC annual revenue was $6.4 million in 2024.
Lutcf Anthony Beltran is the Vice President Of Distribution and Development of Capstone Financial Group - AIC.
20 people are employed at Capstone Financial Group - AIC.
Capstone Financial Group - AIC is based in Folsom, California.
The NAICS codes for Capstone Financial Group - AIC are [52, 5242, 523, 524].
The SIC codes for Capstone Financial Group - AIC are [641, 6411, 64].