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.
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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