Capstone Financial Group - AIC
Obeth Dávila, a Certified Estate Planner (CEP®) and financial services professional, has extensive experience in advising business owners on protection strategies and maximizing tax benefits. Currently serving as an Insurance Broker at Capstone Financial Group since August 2022, Obeth previously held roles including Business Development Executive at Eureka Insurance Solutions, where expertise in health benefits for small to medium-sized businesses was developed. Earlier positions include Financial and Benefits Consultant at Bulman Wealth Group, Network Infrastructure Recruiter at TEKsystems, and various sales management roles in the automotive industry. Obeth holds a Bachelor of Science in Business with a focus on Global Business Management from the University of Phoenix and a certification from the National Institute of Certified Estate Planners.
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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.