Capstone Financial Group - AIC
Rachel Matheson is an Associate Financial Advisor at Capstone Financial Group - AIC since April 2022, bringing prior experience as a Multiline Agent at American National from July 2021 to May 2022. Previously, Rachel owned and operated a business specializing in sales and marketing at Chase & Rae Student Loans from April 2019 to July 2021 and also at The Total Health & Fitness Expo from January 2015 to September 2020. Rachel holds a Bachelor's degree in Business Administration and Management from Chapman University, earned between 2007 and 2009.
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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.