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Capitol Financial Solutions Team Member Earns Registered Paraplanner Certification

| May 10, 2017
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FOR IMMEDIATE RELEASE

 

 

Capitol Financial Solutions Team Member Earns Registered Paraplanner Certification

Richmond, VA (April 26,2017) – Stacey Lisi, RP® from Capitol Financial Solutions (CFS), located in Richmond, VA, earned her Registered Paraplanner certification by the College of Financial Planning. The designation is granted after an educational program consisting of learning terminology, different financial planning product categories, and general planning concepts.  The certification focuses on providing practical knowledge of the financial planning industry, including the major areas of financial planning: the financial planning process, personal financial statements, time value of money, insurance, investments, tax planning, retirement planning, and estate planning strategies.  “Continuing education is an important part of our business and how we continue to expand the value that each associate brings to our firm and clients,” stated Kris Olexy, CFP®, AIF®, CLU®, Financial Advisor with CFS.  “As a result of earning these credentials, Stacey, will be able to provide an enhanced depth of service to our clients.” Stacey joined Kris Olexy’s team at Capitol Financial Solutions in 2009 and assists with financial planning and portfolio management. Stacey manages day-to-day activities and can help schedule your next appointment.

 

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About Capitol Financial Solutions

Capitol Financial Solutions has a team of over 80 experienced professionals who are licensed and trained to help their clients achieve their financial goals. The firm’s reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. Capitol Financial Solutions provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals. For more information, please visit www.capfs.com.

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