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Kapusta Financial Group
- 110 Fort Couch Road
- Pittsburgh, Pennsylvania
- 15241
- Phone: (412) 851-1400
- Website
Website Links
Description
Kapusta Financial Group is a full service fee-based financial planning group providing investment management services and comprehensive financial planning. We offer a sincere, trustworthy and personalized approach in assisting our clients with planning for their financial futures.
Planning for retirement is more challenging each day. And, for many, the concern is whether they will outlive their income. We know that retirement planning means more than accumulating wealth – it also means a sensible and balanced approach to utilizing assets following retirement. We provide in-depth analysis customized for each client that includes a review of income, resources and assets along with projected living expenses during retirement.
Our “product” is service. We put the goals, objectives and interests of our clients first. We provide custom-tailored solutions for each client. We recognize that money and wealth - while important - are really tools to be used in life to help achieve personal and family goals.
Bridget is a Certified Financial Planner (CFP) who has been with the firm since 1995. She is an Investment Adviser Representative (IAR) and a Registered Representative holding FINRA Series 7, 63 and 65 Securities licenses. Bridget has extensive experience in the financial planning field and specializes in investment analysis, designing investment portfolios, and computer information technology. Bridget works directly with the firm’s clients in the capacity as an adviser.
We tailor our advice to each individual client providing a comprehensive analysis of their current financial situation. The scope of the analysis includes goals, assets, liabilities, investment planning, retirement planning, tax planning, education funding, insurance and estate planning. We provide specific financial strategies and investment recommendations consistent with your financial goals. We assist our clients with the implementation of their personalized financial program.