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Kaz Financial Group
Home
About
  • Our Story
  • Our Team
Our Services
  • Planning & Investing
  • Estate Planning
  • Executive Benefits
  • Family Governance
  • Retirement Planning
  • Risk Management
  • Philanthropic Planning
  • Philanthropic Planning
Calculators
Licensing
Contact Us
Client Login
Our Services
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  • Home
  • About
    • Our Story
    • Our Team
  • Our Services
    • Planning & Investing
    • Estate Planning
    • Executive Benefits
    • Family Governance
    • Retirement Planning
    • Risk Management
    • Philanthropic Planning
    • Philanthropic Planning
  • Calculators
  • Licensing
  • Contact Us
  • Client Login
  • Our Services
  • Home
  • About
    • Our Story
    • Our Team
  • Our Services
    • Planning & Investing
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    • Executive Benefits
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    • Retirement Planning
    • Risk Management
    • Philanthropic Planning
    • Philanthropic Planning
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Robert Capra, CFP

Financial Planning Director

Rob’s professional investing career began just prior to the onset of the 2007-2008 Financial Crisis that saw the equity markets and economy get decimated. Helping to guide clients through this difficult time and experiencing the impact on clients firsthand left a permanent imprint on his philosophy around risk. Born from this experience was the realization that a client's investment portfolio needs to be integrated into the context of their overall financial plan and can not be viewed without a deeper understanding of a client’s goals, objectives, and values.


From that point, Rob dedicated his practice to incorporate the best ideas around comprehensive planning into the client experience. He obtained his CERTIFIED FINANCIAL PLANNER™ certification and took a leadership role in the firm as the Director of Financial Planning where he supports clients in building and managing their investment portfolios as well as coordinating their investments with the architecture of their financial plan.


Rob and his wife Liz live in Northport, NY, with their three kids. On any given weekend you may find him on the sidelines at one of his kid’s soccer games or riding his mountain bike around one of the many trails on Long Island. Rob graduated from the University of Delaware with a degree in Economics.


I am licensed to sell Insurance Products in the following jurisdictions:
New Jersey, New York

I am licensed to sell Securities Products in the following jurisdictions:
New Jersey, New York, Florida

516.851.5734

robertcapra@financialguide.com

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Kaz Financial Group

 Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.  Member SIPC. SIPC.org  6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203.  Kaz Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies.   

  CRN202608-4907457 

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