Empowering Your Financial Future, One Investment at a Time
We are thrilled to announce the launch of CAPATA Financial, a new branch of our firm dedicated to enhancing your financial future. This exciting development is led by our esteemed Financial Partner, Michael Collins.
Meet Michael Collins
Michael Collins joins us from Wells Fargo, where he served as a Financial Advisor and Financial Consultant in the San Diego market. At Wells Fargo, Mike excelled in developing and managing investment portfolios, providing market updates and commentary, and focusing on the Federal Reserve’s monetary policy. He was a key contributor to a wealth group that managed over $1 billion in assets, bringing a deep passion for markets and a commitment to client advisement.
Before his tenure at Wells Fargo, Mike served for 11 years as an officer and helicopter pilot in the United States Marine Corps. He is a veteran of both Iraq and Afghanistan, having directly supported combat operations in both theaters. His military background instilled in him a strong sense of discipline, leadership, and dedication, which he now brings to CAPATA Financial.
The CAPATA Financial Difference
CAPATA Financial’s unique approach combines tailored financial planning and tax strategies with personalized service. Our experienced team is dedicated to helping you preserve your wealth through effective tax strategies, superior investment performance, and minimized fees. We aim to enable you to retain and utilize more of your earnings over time, ensuring your financial stability and growth.
We take our fiduciary responsibilities seriously, always acting in your best interests. By aligning your portfolio management with appropriate tax strategies, we provide a seamless and integrated approach to managing your finances. This holistic strategy ensures that all aspects of your financial well-being are considered and optimized.
Comprehensive Financial Services
CAPATA Financial offers a wide range of services designed to meet your unique financial needs, including:
- Investment Management: Tailored strategies to grow and protect your assets.
- Financial Planning: Comprehensive plans that align with your long-term goals.
- Tax Strategies: Innovative approaches to minimize your tax liabilities.
- Retirement Planning: Customized plans to ensure a secure and comfortable retirement.
- Estate Planning: Strategies to protect your legacy and provide for your heirs.
Get in Touch
Discover how CAPATA Financial can empower your financial future. For more information or to schedule a consultation, please visit our website or contact us at 949-364-0334 or support@capatafinancial.com.
CAPATA Financial: Navigating Your Wealth, Securing Your Future.
