Written by Alex Seleznev, MBA, CFP®, CFA | Jan 3, 2024
We are pleased to report on some of the achievements since the launch of Capital Squared Financial (CSF) on August 4, 2023.
For us, the most important number will always be the number of individuals and families that rely on us to guide them through the most important life, financial and investment decisions.
CSF is a boutique-style firm that focuses exclusively on the financial needs of our clients. We have no corporate growth agenda which gives us the ability to carefully focus on the needs of a small number of clients. No one will be lost in the shuffle.
We are fully committed to the ongoing education of our clients and the public in general. On average, we deliver interactive in-person and online events at least monthly. We plan to announce many exciting events for 2024 soon!
Our weekly newsletter is designed to keep the audience updated on the most important financial events and provide food for thought on various financial planning and investment topics. No jargon. Always in plain English. Fresh ideas to your email box every Wednesday at 7:30 AM EST.
For those of you who are more visual, we created a YouTube channel that delivers both short- and long-form content on subjects ranging from retirement planning to investment management. New videos are published weekly. Check out our YouTube channel here.
We are truly excited for the opportunity to serve our clients in 2024 and beyond! If you are not yet a client, feel free to reach out. We would be happy to speak with you!