Who is Capital Financial Planners/When was CFP started/Who is LPL and what do they do/ What is RETFED?
Capital Financial Planners is an independent financial services firm specializing in assisting federal employees in crafting personalized retirement strategies tailored to the unique complexities of transitioning from the federal government. We were co-founded in February 2015 by Neil Cain and David Setia, and today, we proudly serve the investment and retirement needs of over 250 households.
As part of our commitment to providing top-notch service, we are affiliated with LPL Financial, the largest independent broker-dealer in the country. This affiliation grants us access to cutting-edge technology, extensive research, and an expansive investment portfolio, ensuring that we can offer our clients a diverse range of choices. Importantly, LPL does not promote proprietary investment products or engage in investment banking activities, allowing our advisors the freedom to make recommendations based solely on our clients' best interests.
One of our key offerings is a comprehensive retirement training program designed specifically for federal employees. We recognize the unique challenges they face while planning for retirement, and our program bridges the gap in the training federal employees typically receive. Our seminar trainer holds prestigious certifications as a CERTIFIED FINANCIAL PLANNER™ and a Chartered Federal Employee Benefits Consultant℠. These certifications enable RETFED® to provide up-to-date financial literacy content in accordance with OPM's guidelines. Moreover, our program has proven to be an invaluable resource for federal employees looking to enhance their individual development plans each year.