Neil Cain CFP®, ChFEBC℠
Meet Neil Cain, a seasoned professional in guiding federal employees towards their financial goals. With over 18 years of hands-on experience in the financial planning arena, Neil is a Certified Financial Planner™ and a Charter Federal Employee Benefits Consultant.
Neil's industry experience is underlined by his qualifications, including the possession of both a Series 7 and a Series 66 held through LPL Financial, in addition to a life insurance license. He has been a prominent speaker at various federal agencies, sharing his insights and knowledge to empower individuals with the tools they need to navigate the complexities of personal finance effectively.
Neil's background includes a bachelor’s degree in business administration with a minor in finance from Towson University in addition to his certificate in financial planning from Georgetown University.
Within his current role, Neil plays a pivotal part in managing his firm's investment allocations, formulating effective retirement strategies, optimizing estate plans, and implementing tax-efficient approaches. His holistic approach to financial planning, coupled with his ability to understand each client's unique aspirations, sets him apart as a valued advisor.
As a financial advocate, Neil prioritizes transparency and ethical practices. Clients and colleagues alike can verify his credibility through FINRA’s BrokerCheck, ensuring that his professional background aligns with his commitment to excellence.
David Setia CMFC℠
David is a highly experienced asset to our team, with a wealth of knowledge and qualifications. He holds a Chartered Mutual Fund Counselor designation and is licensed with Series 7, Series 63, and Series 65 through LPL Financial. With a bachelor's degree in finance from Radford University, he brings nearly a decade of expertise in the financial services sector, with a specific focus on assisting federal employees.
As a native of northern Virginia, David has a deep-rooted connection to the Federal Government. His upbringing in this environment, coupled with his father's impressive 35-year career at the U.S. Department of Agriculture, fueled his passion for specializing in serving federal employees. In 2015, he co-founded Capital Financial Planners, solidifying his dedication to this niche.
David plays a pivotal role in shaping our firm's investment strategy. He excels in helping clients unravel the complexities of retirement planning, understand the nuances of taxation, explore tax-avoidance strategies, and navigate the intricate world of estate planning. His unwavering commitment and extensive experience greatly enhance the comprehensive financial guidance we offer our clients.
Austin Costello CFP®
As a seasoned Certified Financial Planner™, Austin brings a wealth of expertise to guide you on your financial journey. With credentials that include holding Series 7 and Series 66 licenses through LPL Financial, along with insurance licenses, Austin is your go-to resource for navigating the complex landscape of financial planning.
A graduate of the University of Nebraska - Lincoln, Austin initially earned his bachelor’s degree in civil engineering in 2015. However, driven by his passion for helping individuals secure their financial futures, he made a career transition in 2017 to enter the world of financial planning. Drawing from his engineering background, Austin approaches financial strategies with a meticulous attention to detail and a strategic mindset that sets him apart in the industry.
With 6+ years of dedicated experience in financial planning, Austin is committed to delivering exceptional service to his clients. His commitment to excellence is underscored by his attainment of the prestigious Certified Financial Planner (CFP®) designation. This accomplishment reflects his unwavering dedication to equipping himself with the essential tools and knowledge needed to provide you with the best possible guidance.
When you partner with Austin, you're not just receiving financial advice – you're embarking on a collaborative journey towards your financial aspirations. Whether you're looking to plan for retirement, navigate investments, or simply secure a stable financial future, Austin's personalized approach and proven expertise make him the ideal companion to have by your side.
