Kappy Gross, CFP®, CLU, ChFC |
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Kappy Gross, CFP®, CLU®, ChFC®COO/VP Wealth Management
Phone: 804.441.8468
Philosophy:
“My mission is to carefully identify the needs and objectives of my clients and then suggest the appropriate products and services to help them meet their specific goals.”
Professional Qualifications
Insurance and financial Services experience since 1987 Agent, John Hancock since 1994 Investment Advisor Representative, Signator Investors, Inc. CERTIFIED FINANCIAL PLANNER™ Professional Million Dollar Roundtable since 2001 Graduate of Virginia Commonwealth University, BS, Insurance & Finance, 1987 Chartered Life Underwriter, The American College, 1994 Chartered Financial Consultant, The American College, 1995 Past President Richmond Association of Insurance and Financial Advisors Society of Financial Service Professionals (SFSP), Member
Association Health Insurance Advisors, 10 Year Member Personal Lifelong resident of Richmond, Virginia Past Member Camp Virginia Jaycee Board of Directors Life Member Virginia Jaycees Married to Valerie, Son Matt
SFSP Professional Pledge: In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall in the light of all conditions surrounding those I serve, which I shall make every conscientious effect to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.  About Us
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Capitol Financial Solutions, LLC is independent of John Hancock and Signator Investors, Inc. 8816 Six Forks Road , Suite 301 - Raleigh, NC 27615 We are licensed to sell Insurance Products in the following states: We are registered to sell Securities in the following states:
Offering John Hancock insurance products. |
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