Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Capital Planning & Investments, Inc. |
| Address: |
4084 University Drive #101 |
| City: |
Fairfax |
| State: |
VA |
| Zip Code: |
22030 |
| Telephone: |
(703) 352 - 3337 |
| Fax: |
(703) 352 - 3339 |
| Web address: |
www.capitalplanningdirect.com |
| |
|
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Geoffrey Marin CFP, ChFEBC |
(703) 352 - 3337 |
gmarin@capitalplanningdirect.com |
| 2. |
Patricia Garman CFP |
(703) 352 - 3337 |
gmarin@capitalplanningdirect.com |
| 3. |
Michael Torrey |
(703) 352 - 3337 |
pgarman@capitalplanningdirect.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: Series 6, 7, 63. 65, 66, 23, 24 & RIA registration (VA)
Insurance Licenses (Life, Health, Disability, etc): Life & Health, Disability & long term care insurance
Other Licenses and Designations (ChFEBCSM, CFP®, CPA, etc.): CFP, ChFEBC
Education/Area of Study: Finance, Management,
Associations and Affiliations: CFP, FPA,
Experience:
I have / The office has been providing financial and/or related advice to clients for 16 years.
How I/we charge clients for services:
X |
Fee for Financial Planning (initial, hourly, and/or retainer) |
X |
Fee based on percentage of assets managed; percentage ranges |
X |
Commissions, trail fees, redemption fees, account fees, etc. |
X |
Other: Any combination of methods that best serves the client & is then selected by that client |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
X |
Stock and bond brokerage |
X |
Other: Personal financial planning as requested by client. Clients are not required to purchase a financial plan. |
Specialty: Middle income consumers, federal and state employees
I am (or my firm is) registered with the SEC as an investment adviser. No
If so, in what states? My firm is registered with the Commonwealth of Virginia as an investment advisor
Number of employees who work in your office/firm:
--- |
1-5 |
X |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
--- |
President/CEO/Owner |
X |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with Triad Advisors, Inc. Norcross GA |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
