Capporelli Financial Services (CFS) recently relocated to Webster, Florida. My name is Joe Capporelli and I have been a financial advisor/investment representative in Sumter County since 2001. I am registered with Cetera Advisors. Cetera Advisors is one of the nation’s largest independent broker dealers, headquartered in Denver, Co. My profession licenses include a series 7, 63, and a 66. I am also licensed in life, health, and casualty insurance. I previously worked with other large financial service firms serving as regional trainer and growth leader with a focus on recruitment. Presently, I serve as president of my own firm.
Our county has grown since I initially started with a large Investment firm approximately 16 years ago, and I have enjoyed being a part of our growing community. I have served in leadership positions in the American Legion, Sumter Chamber of Commerce, and Sumter Economic Development Council. I am a graduate of the Sumter County Leadership Program, and proud to say the first graduating class. I have received the small business of the year award by the Sumter County Chamber of Commerce as well as the Financial Advisor of the Year by the Sumter County Sunshine Foundation. I retired from the United States Air Force in 2001.
If there is anything I learned in my 16 years of being a financial advisor, and 21 years in the military, is that change is inevitable. Being ready for that is key. Life changing events are things we can prepare for. Retirement, loss of a loved one, and saving for college are prime examples. As an independent financial advisor, I can focus on the customer without the pressures from one given company. CFS, Inc. offers many financial services to include stocks, mutual funds, annuities, life insurance, and retirement savings programs. I look forward to serving our community for many years to come. Give us a call at (352) 569-9184 or stop by 15 S. Market Blvd, Webster. We are located adjacent to Webster City Hall.
Securities and Advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.