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PHILIP J. CAPELL,
CFP®, JD, MS in Taxation
President
Mr. Capell has been educating and assisting individuals with financial and tax issues for the past 15 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 concentrates on all aspects of financial planning as well as investment advisory services. Philip is married with two sons and a daughter residing on Long Island, New York. Here is some additional information about Mr. Capell:
EDUCATION
- College: Cornell University, Ithaca, New York, B.S. 1987.
- Law School: Washington School of Law, American University, Washington D.C., J.D. 1990.
- Graduate School: Pace University, New York, New York, M.S. in Taxation 1998.
MEMBERSHIPS, ORGANIZATIONS AND OFFICES
- National Association of Personal Financial Advisors-accepted Member of the Nation’s premier Fee-only Financial Planning organization.
- Financial Planning Association - member.
- Nassau County Bar Association (“NCBA”): Former Chairperson of the Attorney/Accountant Committee; Former Chairperson of the Tax Law Committee, appointed by the Honorable Frank A. Gulotta, Jr.; and member of Tax Law Committee.
- Nassau Academy of Law (“NAL”): Past Dean of the Nassau Academy of Law.
- New York State Bar Association (“NYSBA”): Member of Elder Law Section - Executive Board, Chair of Financial Planning Committee; Member of the Tax Law Committee and Estates & Trusts Committee; and Former Member of the House of Delegates.
- Estate Planning Council of Nassau County - member.
COMMUNITY, ARTICLES, OR PRO BONO ACTIVITIES
- Repeated Guest speaker on Radio Talk show (WHPC, 90.3 FM) concerning various issues such as Financial Planning, Charitable Planned Giving and Year-end Financial & Tax Planning.
- Lecturer on various Financial, Tax and Estate planning topics for the following financial and civic associations:
- Charles Schwab, Merrill Lynch, HSBC, Salomon SmithBarney, Republic National Bank (currently HSBC), GreenPoint Bank, Mutual of New York Insurance, New York Life Insurance, MetLife Insurance, American Cancer Society, the New York State Society of CPAs, the New York State Bar Association, and the Nassau County Bar Association.
- Printed in several publications, including Morningstar.com, Financial Advisor, Long Island Business News, Nassau Lawyer, New York State Bar publication on Investment and Financial Planning topics.
- Board member of the We Care Foundation.
Email: pcapell@piermontwealth.com
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