Our financial advisors specialize in developing and maintaining income-oriented investment portfolios that are custom-tailored to your lifestyle, goals, and needs. Capital Investment Advisors' Arizona branch aims to help families generate a steady stream of income from their retirement savings while also advising on a wider array of areas in financial planning. The investment advising that our team offers serves our ultimate goal: helping your family find happiness in retirement.
Meet the Arizona Team
Our local advisors are based in Phoenix and happy to work with you on your individual retirement needs wherever you are in your financial journey. We are available to meet via video call, phone call or in person, whichever works best for you. Read more about our team below and click the button below to let us know when you’d like to meet.
At Capital Investment Advisors, we are dedicated to our partnership with you. We see ourselves as a partner in your financial life and because of this investment, your goals are our goals too. In addition to providing portfolio management services, our advising team can connect you with our trusted partners for insurance, taxes, and estate planning. We make it a point to always be standing by when you need us, and to have a strategy in place when you are ready to take the next step. Our intention is to make investing stress-free and simple as possible so that you sleep well at night.
Read and listen to our take on the latest financial news.
Find Happiness in Retirement
Wondering what it takes to become a happy retiree? Our team has done extensive research to tease apart the differences between the happiest and most unhappy retirees. Ultimately, we want to get a better grasp of the emotional component of retirement, so we can all set ourselves up to be financially stable and happy retirees. Here are a few resources to get you started.
Capital in the Community
Meet Jason! Jason has worked in the investment business for over 15 years. His favorite type of food is seafood especially swordfish. He has been to 12 foreign countries and about 40 of the 50 states with his favorite being Italy. Jason says, “I like Tuscany the best so far, but plan to go all over the country in time.” When asked what a happy retirement to me means to him, Jason answered, ‘A time to enjoy family, friends, the outdoors and travel.” Jason and his wife, Dana, also love spending their time enjoying golf, travel, and watching sports.
Meet Nicole! Nicole has been in the financial services industry for 22 years. She grew up in southern Michigan and then finished school in southern Arizona. Her home consists of 5 cockatiel birds, 4 dogs and 1 cat, who live harmoniously, most of the time. With a passion for nature, Nicole, enjoys many outdoor activities, camping, hiking, and fishing, and is teaching her daughters to enjoy the great outdoors. Other hobbies include painting and reading a good book. Her favorite authors are local Scottsdale writer, Diana Gabaldon, and Dean Koontz. Nicole says, “A happy retirement to me means that I am able to retire when I want to, without a compromise to my lifestyle, with the ability to afford the dream trips, gifts and giving to loved ones and charities with the confidence that my retirement funds will last throughout my lifetime and wealth is passed on to loved ones.”