Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Gregory Cappel (CRD# 1722117) is an Investment Advisor Representative working at Money Concepts Advisory Service in Hailey, ID and has over 22 years of experience in the finance industry. Gregory Cappel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Ratliff (CRD# 4259880) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Hailey, ID and has over 17 years of experience in the finance industry.