Profile of Marco Capaldi
Marco Capaldi is a Community Outreach Coordinator of Rhode Island Operations for the Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) nonprofits in the country.
Marco Capaldi began working in financial services in 1996 after obtaining a business degree with a minor in Finance from Roger Williams University. After graduation, Marco worked for three firms before opening his own in Newport, RI. He later sold his practice to one of the largest financial planning firms in Boston. For the last several years, Marco has donated his time to wounded veterans helping them improve their finances and start new businesses. He is active today serving our veterans through vetshub.org, a hybrid non-profit. He has also overseen grants throughout New England for federal government agencies.
Marco is very knowledgeable in the planning it takes to build a business and create a financially secure life and retire successfully. With a strong desire to help individuals and families attain their financial goals, Marco focuses his practice on efficient retirement income and legacy planning, with an emphasis on building and using tax-free wealth. His clients consider him a trustworthy, caring, and reliable expert, whose hard work and superior service leads to exceeding clients’ goals and expectations. Marco’s advanced knowledge of how true wealth works is an incredible asset to his clients, whom he coaches daily in many areas including: Retirement Income Planning, Social Security and Pension Maximization, Life insurance, Medicare, and long term care planning, Business Planning Strategies, Benefits, and Retirement Planning.
Marco’s consults with clients are always provided with no fee or obligation. A team player who works collaboratively with your CPA & attorney, Marco and enjoys meeting with them on your behalf. Marco grew up in the North Providence, RI area and is a LaSalle Academy and Roger Williams University graduate. An avid boater and fisherman, he enjoys the Narragansett Bay as well as spending time with his wife and two girls in the White Mountains of NH at his second home.