Costa Capellas
Description
pulled from site's meta descriptionCosta Capellas, Vice President and Financial Advisor to the Pacific Capital Resource Group, Inc. Lake Oswego, Oregon branch. Holds FINRA Series 7, 24 & 66, Life and Health insurance. This website will explain the areas of focus, firm imformation and products, supply downloadable documents and forms, and allow personal meeting requests.
This is an automatically generated AboutUs page for COSTACAPELLAS.COM. Click the "Edit" button at the top of the page to make changes. Please read our Getting Started page if you need any help.
Categories:
- AboutUs AutoGen
- Costa Capellas
- PCRG
- Pacific Capital Resource Group
- Lake Oswego
- OR
- Certified Financial Planner
- financial planning
- financial advisor
- retirement planning
- education planning
- college planning
- investment planning
- stocks
- bonds
- mutual funds
- annuities
- life insurance
- disability insurance
- long term care insurance
- group life insurance
- group benefits
- professional managed money
- estate planning
- estate conservation
- wealth transfer
- wealth conservation
- business planning
- business continuation planning
- buy sell agreements
- buy sell funding
- business buyouts
- key employee benefits
- group medical insurance
- 401k
- 401(k)
- SEP IRA
- Simple IRA
- IRA
- Traditional IRA
- Roth IRA
- profit sharing plans
- pension plans
- salary continuation plan
- executive bonus plans
- executive benefits
- deferred compensation
- tax reduction
- tax deferred investments