Philip Capell (CFP®, JD, MST)

Philip Capell focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

PHILIP J. CAPELL
CFP®, JD, MS in Taxation
President / Retirement Advisor

Mr. Capell has been providing retirement planning services to pre-retirees and helping retirees maximize their retirement income and investment returns for the past 18 years.  He focuses on each client’s financial needs, be it retirement, investment management or estate tax planning, and provides a comprehensive, personal plan to achieve his client’s objectives. Philip is married with two sons and a daughter residing on Long Island, New York. He is a 6x marathoner, multiple triathlon finisher and the author of the "Retirement Runner" blog.  Here is some additional information about Mr. Capell:

EDUCATION
College: Cornell University, Ithaca, New York, B.S. 1987.
Law School: Washington School of Law, American University, Washington D.C., J.D. 1990.
Graduate School: Pace University, New York, New York, M.S. in Taxation 1998.

Additional Information

MEMBERSHIPS, ORGANIZATIONS AND OFFICES

  • National Association of Personal Financial Advisors-accepted Member of the Nation’s premier Fee-only Financial Planning organization.
  • Financial Planning Association - member.
  • Nassau County Bar Association (“NCBA”): Former Chairperson of the Attorney/Accountant Committee; Former Chairperson of the Tax Law Committee, appointed by the Honorable Frank A. Gulotta, Jr.; and member of Tax Law Committee.
  • Nassau Academy of Law (“NAL”): Past Dean of the Nassau Academy of Law.
  • New York State Bar Association (“NYSBA”): Member of Elder Law Section - Executive Board, Chair of Financial Planning Committee; Member of the Tax Law Committee and Estates & Trusts Committee; and Former Member of the House of Delegates.
  • Estate Planning Council of Nassau County - member.

COMMUNITY, ARTICLES, OR PRO BONO ACTIVITIES

  • Repeated Guest speaker on Radio Talk show (WHPC, 90.3 FM) concerning various issues such as Financial Planning, Charitable Planned Giving and Year-end Financial & Tax Planning.
  • Lecturer on various Financial, Tax and Estate planning topics for the following financial and civic associations:Charles Schwab, Merrill Lynch, HSBC, Salomon SmithBarney, Republic National Bank (currently HSBC), GreenPoint Bank, Mutual of New York Insurance, New York Life Insurance, MetLife Insurance, American Cancer Society, the New York State Society of CPAs, the New York State Bar Association, and the Nassau County Bar Association.
  • Printed in several publications, including Morningstar.com, Financial Advisor, Long Island Business News, Nassau Lawyer, New York State Bar publication on Investment and Financial Planning topics.
  • Board member of the We Care Foundation. 

Email: pcapell@piermontwealth.com

NAPFA Start Date

July 11, 2002

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This Office

100 Park Ave Rm 1600 New York, NY 10017-5538 Phone: (212) 983-8525 Fax: (212) 983-8505

Other Offices

48 S Service Rd Ste 102 Melville, NY 11747-2335 Phone: (631) 454-1585 Fax: (516) 496-7803