Capital Financial Planners is now an independent SEC registered investment advisor firm.
For Immediate Release
Salem, Oregon, 11/2/2020
Capital Financial Planners is proud to announce that it is now a registered investment advisor firm with the Securities and Exchange Commission. “Our mission in life, in the office and out, is helping people make their lives better and providing peace of mind,” shared co-owner, Chad Campbell. “As fiduciaries, our focus is helping clients bring the financial pieces together as optimally as possible. Having an independent firm is a significant asset in that mission.”
Established in 1984 in Salem, Oregon, Capital Financial Planners provides financial planning, investment management, and trust & wealth advisory services on a fee-only basis to clients in the Pacific Northwest and around the country.
Contact: Chad Campbell, CFP® , CTFA
Phone: (503) 585-1067