Capstone Financial Group - AIC
Bill Kennedy is a Financial Advisor at Capstone Financial Group - AIC since May 2022, specializing in full-service financial planning and insurance services for individuals and companies, including investment and retirement planning. Prior to this role, Bill managed sales and marketing at AMP Printing, Inc. from September 2013 to April 2022, overseeing large distribution campaigns for clients such as Levi Strauss & Co., Dignity Health, and Stanford. Bill's earlier experience includes sales and marketing at ColorGraphics, where collaboration with top designers and agencies occurred, specifically managing Levi Strauss & Co., and serving as General Manager at UGS, where responsibilities included oversight of 60 employees and job cost analysis. Bill holds a Bachelor of Science degree in Graphic Communication from California Polytechnic State University-San Luis Obispo and is a graduate of Diamond Bar High.
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Capstone Financial Group - AIC
Capstone Financial is a full-service financial planning firm based in Folsom, CA. We offer insurance and wealth management solutions for individuals and businesses all over the greater Sacramento area and throughout California. Chris Vaccaro, founder and CEO of Capstone, has over 20 years of experience in the industry and is known for his skills in capital preservation as well as building relationships with all of his clients. Capstone has been growing in recent years and has assembled a team of experienced professionals with shared goals for excellent customer service, creative problem-solving and well-designed financial strategies. Our team is focused on our clients' goals and is dedicated to our clients' financial success.