Introduction

About Me

Capital Insurance & Investment Planning LLC is an independent financial services firm located in Doylestown, PA, the heart of Bucks County. Our firm was formed to serve our clients by developing comprehensive solutions for their wealth, financial, retirement, estate, and insurance planning needs.

We are committed to providing superior service and products with the professionalism that our clients' have come to expect.

Our clients receive comprehensive, cost effective, and innovative solutions to their personal and business needs.

Professional growth through continuous education and study assures every effort will be made to utilize tax laws, regulations and advanced techniques to our clients' greatest advantage.

Securities offered through Cadaret, Grant & Co., Inc.,Member FINRA / SIPC
Capital Insurance & Investment Planning, LLC. and Cadaret, Grant & Co., Inc. are separate entities.

My Skills

insurance
financial-planning
employee-benefits
investments
wealth-management
retirement
wealth
long-term-care
retirement-planning
public-speaking
estate-planning
term-life-insurance
portfolio-management
financial-analysis
fundraising
succession-planning
annuities
asset-management
strategic-financial-planning
fixed-annuities
loans
leadership
small-business
management
risk-management
disability-insurance
financial-advisory
401k

Work/Experience

Board Member at Lenape Foundation

October 2011 - Present
Board Member of the Lenape Foundation

Member at Continental Who's Who

January 2011 - Present
Apponted due my business expierence and community service

Member at Chalfont New Britain Business Alliance

January 2011 - Present
This is a very active community group that helps local businesses and the community overall.

Member at Cambridge Who's Who

January 2010 - Present
That was recognition I received from my peers for the work I have done for my clients.

Member at Central Bucks Chamber of Commerce

January 2009 - Present
I provided business consulting services to new members as a member of the Entrepreneurial Assistance Committee.

Member at Paul Harris Fellow/ Rotary Foundation

January 2008 - Present
I was the fundraising Chairman for the Doylestown Rotary for 7 years and I raised money to drill 5 fresh water wells in Kenya and funded the "Hands for Youth Scholarship Program" for the Central Bucks High Schools. I also served as President of the Doylestown Club 2006-2007

Member at The American Legion

January 2004 - Present
Member due to my military service in the US Naval Reserve. I support there activities on behalf of veterans and their families.

Lifetime Member at Manchester Who's Who

January 2004 - Present
Appointed due to my business expierence and community service

President/ Financial Advisor at Capital Insurance and Investment Planning, LLC

January 2002 - Present
Capital Insurance and Investment Planning, LLC is an independent financial services firm.
Our services include wealth management, estate, investment, insurance, and retirement planning.

Committee Member at Mercer Business Associates

April 2001 - Present
We plan events and assist in fund raising. We help promote the Museum throughout the business community and area. We also solicit memberships to firms and individuals to join Mercer Associates.

Education

American College of Life Underwriters

Field of Study: Chartered Financial Consultant, Chartered Life Underwriter

Peirce College

Field of Study: Business Administration and Management, General

Taylor School of Business

Degree: BA
Field of Study: Business Administration & Accounting

Location

Contact Information

350 E Butler Ave Ste 102
New Britain, PA
Phone: (215) 345-6961

John's Badges

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