Wisepath Financial Group
Jay Capistrano is an accomplished financial professional and entrepreneur with extensive experience in commercial real estate development and financing. As the Owner and CFO of Sushi Rose’ and Melrose Coffee & Wine Lounge, and the CEO of Engoter, LLC, Jay has demonstrated expertise in business ownership and management. Additionally, Jay operates as a Financial Professional at Wisepath Financial Group, helping small businesses and individuals achieve financial success through personalized service. With a robust background in commercial lending as an Executive Business and Commercial Real Estate Capital Consultant at CCG, Jay specializes in various financing options, including SBA loans, private equity, and multifamily acquisitions. Previous roles include leadership positions at Capistrano Financial Group, First National Bank, and Bank of America, all contributing to a comprehensive skill set in finance, investment, and business development. Jay holds a Bachelor's degree in Financial Economics from Rutgers University.
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Wisepath Financial Group
Many individuals across the United States have a lifetime to plan for retirement. It's essential that your retirement income is designed to last, ensuring financial assistance for potential long-term care needs and leaving a substantial legacy for the generations to come. That's why we structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care. We use a different approach by making sure you could potentially increase your retirement income with the some guarantees, without any more out of pocket now. Instead of having to catch up, we want you to enjoy a smooth retirement without worrying about the money. We work closely with Elder and Estate Law Firms to help them protect client assets without necessarily triggering a taxable event or causing other legal complications. Wisepath Financial Group is authorized to conduct life insurance and securities business in NC and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Registered representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Wisepath Financial Group and have not been reviewed for completeness and accuracy. For additional information, refer to the following consumer websites: FINRA.org, SIPC.org.