Meet Our Founder Philip J. Capell, CFP®, JD, MS
Philip Capell Photo
  • Bio
  • Credentials

Philip J. Capell

CFP®, JD, MS

Mr. Capell has been educating and assisting individuals and families with retirement, financial, & estate planning for over 25 years. He focuses on each client’s financial needs, be it capital preserva­tion or growth, income at retirement, and/or tax planning, and provides a comprehensive, per­sonal plan to achieve his client’s objectives.

Mr. Capell builds a portfolio asset allocation suitable to each client’s goals and risk tolerance and then provides ongoing investment management services. Philip is married with two sons and a daughter and is a multi-marathon runner and an Ironman triathlon finisher.

Please Note: LimitationsNeither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Piermont is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data). No ranking or recognition should be construed as a current or past endorsement of Piermont by any of its clients. ANY QUESTIONS: Piermont’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

Education:

  • College: Cornell University, Ithaca, New York, B.S.

  • Law School: Washington School of Law, American University, Washington D.C., J.D.

  • Graduate School: Pace University, New York, New York, M.S. in Taxation

Memberships, Organizations & Offices
  • National Association of Personal Financial Advisors-accepted Member of the Nation's premier Fee-only Financial Planning organiza

  • Paladin Registry - 5 Star Rated Member.

  • Long Island Financial Advisory Group - Co-founder and Member.

  • Financial Planning Association - Member

  • Nassau Academy of Law ("NAL"): Past Dean of the Nassau Academy of Law

  • Nassau County Bar Association ("NCBA"): Member, Past Chairperson of the Attorneys/Accountants Committee and Past Chairperson of

  • New York State Bar Association ("NYSBA') Member, Past Chairperson of the Financial Planning Committee of the Elder Law Section a

Education
  • College: Cornell University, Ithaca, New York, B.S.

  • Law School: Washington School of Law, American University, Washington D.C., J.D.

  • Graduate School: Pace University, New York, New York, M.S. in Taxation

What You Can Expect

When You Work With Piermont Wealth Management
  • An experienced financial team with a total of more than 25 years of experience.
  • Unique guidance from an estate planning attorney turned Certified Financial Planner®.
  • Comprehensive financial planning services for any investment portfolio.
  • Independent fiduciary advice regulated by the federal government.

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