Capstone Financial Group - AIC
Daniel Shelly is an accomplished financial professional with extensive experience in the finance and accounting sectors. Currently serving as a Financial Representative at Capstone Financial Group since October 2016, Daniel contributes to a team dedicated to providing effective financial solutions for individuals, families, and small businesses. Prior to this role, Daniel worked at Heritage Community Credit Union in various accounting positions from July 2013 to October 2016, and held the position of Job Foreman at Cascading Falls Inc. from May 2012 to July 2013. Daniel holds a Bachelor's degree in Accounting from Colorado State University Global and an Associate of Science in Accounting and Business Administration from Sierra College, enhancing a strong academic foundation in finance.
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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.