This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Nationally-Ranked Financial Advisory Team Launches "Capstone Affluent Strategies"

NEWPORT BEACH, Calif., Oct. 17, 2012 /PRNewswire/ -- A team of six top financial advisors has left a national financial services company to form Capstone Affluent Strategies, an independent wealth management firm headquartered in Newport Beach, California. This transition to an independent business model will create an environment where the advisors will be equipped to serve their clients transparently and objectively. Capstone Affluent Strategies also has nine additional branch office locations in Newport Beach, Los Angeles, San Francisco, Phoenix, Dallas, Houston, New Orleans, Parsippany, and New York.

The team of top performing national advisors has over 80 years of collective advisory experience and plans to maintain nearly $450 million in client assets. Capstone Affluent Strategies is spearheaded by Darin Pastor, who has led numerous advisory teams as Managing Director at Prudential and as Senior Investment Manager at JP Morgan Chase & Co., where he was ranked as the top-producing Senior Investment Manager in the nation[1].

"Our team of highly qualified advisors is excited about the move to independence and what it means for our performance," said Pastor. "We are all confident that this migration will enhance the services and strategies we provide to our high net-worth clients."

As part of this move, Capstone Affluent Strategies is affiliating with the broker-dealer and RIA platforms of LPL Financial (Nasdaq: LPLA), the nation's largest independent broker-dealer*, a relationship which is expected to broaden both the client and advisor experience for Capstone Affluent Strategies. This partnership will provide Capstone Affluent Strategies access to additional resources and strategies that will allow the advisors to do what is most important to them—acting in the best interest of the client.

1 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $92.31 -1.00%
FB $119.20 1.20%
GOOG $708.45 1.00%
TSLA $215.91 2.10%
YHOO $37.11 0.46%


Chart of I:DJI
DOW 17,689.82 +29.11 0.16%
S&P 500 2,049.53 -1.10 -0.05%
NASDAQ 4,708.3390 -8.7550 -0.19%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs