Capital Advisors Ltd’s Neil Waxman Discusses Aging Clients In The Journal Of Financial Planning Article, “going The Extra Mile”
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.
FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve and take part in FPA’s One Connection™ for professional education, business success, advocacy and community at the national and chapter levels. FPA is truly an indispensable force in the advancement of today’s CFP® professionals. Waxman says: “We’re a firm that’s 20 years old. We began working with many of our clients when they were 50 and now they require a little more in the way of personal service. One of my partners recently went to the home of a client, who is incapacitated, to get his papers in order. Not all of his assets are under our management, and I think we found things he didn’t even know he had."
Nancy Opeila writes: “Last month, Waxman flew to Florida for a series of traditional business meetings with clients, but he also went with the intent of rolling up his sleeves and helping a couple go through six large storage bins of articles recovered from a fire that destroyed their home” Waxman finishes with his philosophy: “If I would do it for my mother, then I would do it for a client. The services we provide are not unlike those of the family office. We are the gatekeeper for our clients—not in the sense that we keep people out, but that we ensure that everything is integrated and working well together. We’re the client’s personal CFO."
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Zachary Abrams
Manager, Wealth Management & Portfolio Analysis
CFP®
Nathan Creviston
Manager, Wealth Management and Portfolio Analysis
CFP®, ChFC®, RICP®
Rob Holub
Chief Investment Strategist
CFA, CFP®
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