Scott Planer

Financial Advisor at Capstone Financial Group - AIC

Scott C. Planer is a seasoned financial professional with extensive experience in the financial advisory sector. Currently serving as a Financial Advisor at Capstone Financial Group - AIC since April 2018, Scott offers a range of insurance and financial services. Prior to this role, Scott was an Investment Advisor Representative at Blueprint Financial and Insurance Services, LLC from May 2011 to March 2018. Scott also has a solid background in management, having worked as a Department Manager at Safeway from May 1981 to February 2015.

Location

Roseville, United States

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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.


Employees

11-50

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