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Capital Financial Planners Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Capital Financial Planners is a small financial services firm based in Chevy Chase, Maryland, focused on federal employee benefits and retirement planning. The firm operates the Federal Employee Financial Literacy and Education Workshop, which aims to help federal employees understand their full financial picture to make informed decisions. The workshop is described as complementing an OPM mandate requiring government HR departments to provide financial literacy and education before retirement, in part to address issues related to retiree bankruptcies.

Beyond the workshop, the firm provides personalized financial planning to help clients pursue both short-term and long-term goals by developing a structured retirement plan. Its planning emphasizes Social Security maximization, tax planning, and estate planning to support tax-efficient distributions and a legacy. The firm's deep knowledge of federal employee benefits enables it to incorporate key benefits into retirement plans for public sector and federal employees.

Find Capital Financial Planners employees' phone numbers or email addresses

Capital Financial Planners Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Capital Financial Planners's Leadership

  • President, Certified Financial Planner, Federal Employee Benefits Consultant at Capital Financial Planners
    N. C.
    President, Certified Financial Planner, Federal Employee Benefits Consultant
    Mobile Phone
  • Operations And Client Services Manager at Capital Financial Planners
    D. J.
    Operations And Client Services Manager
    Mobile Phone
  • Principal at Capital Financial Planners
    C. C.
    Principal
    Mobile Phone
  • Financial Advisor at Capital Financial Planners
    E. R. C.
    Financial Advisor
    Mobile Phone

Capital Financial Planners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Capital Financial Planners

Name
Title
Contact
Location
Last Update
  • President, Certified Financial Planner, Federal Employee Benefits Consultant at Capital Financial Planners
    N. C.
    President, Certified Financial Planner, Federal Employee Benefits Consultant
    Mobile Phone
    Oct 23, 2024
  • Operations And Client Services Manager at Capital Financial Planners
    D. J.
    Operations And Client Services Manager
    Mobile Phone
    Oct 23, 2024
  • Principal at Capital Financial Planners
    C. C.
    Principal
    Mobile Phone
    Jun 11, 2026
  • Financial Advisor at Capital Financial Planners
    E. R. C.
    Financial Advisor
    Mobile Phone
    May 29, 2026

Frequently Asked Questions

What is Capital Financial Planners known for?

Minus sign iconPlus sign iconCapital Financial Planners was founded in 2015 and operates in the Financial Services industry. You can contact Capital Financial Planners's main corporate office by phone at
+1-410-308-****
. Explore Capital Financial Planners's company overview page for more information.

What is Capital Financial Planners's most common email format?

Minus sign iconPlus sign iconCapital Financial Planners employees' email format typically follows the pattern of First.Last@capitalfinancialplanners.com. Trying to find reliable and up-to-date employee contact data? Find more Capital Financial Planners email formats with LeadIQ.

How many employees does Capital Financial Planners have currently?

Minus sign iconPlus sign iconCapital Financial Planners has approximately 10 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Capital Financial Planners's key employees and leadership?

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As of October 2026, Capital Financial Planners's key employees include:

  • President, Certified Financial Planner, Federal Employee Benefits Consultant: N. C.
  • Operations And Client Services Manager: D. J.
  • Principal: C. C.
  • Financial Advisor: E. R. C.

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