Trust and Advisor Experience is a Top Concern for Most People when it Comes to Their Money

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As a Certified Financial PlannerÂ? Professional, and experienced advisor, Mike Conrads' goal is to provide a deep sense of trust in who you're working with.

Michael Conrads, CFP®, ChFC®, MBA, Principal of Capstone Wealth Management Group, LLC has met the rigorous experience and ethical requirements and has been authorized by Certified Financial Planner Board of Standards Inc.(CFP Board) to use the CFP®, Certified Financial Planner™ certification marks. The certification examination & experience requirements covered the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. In addition to specializing in wealth management services to retirees and newly located families, Mr. Conrads also provides alternative investment strategies, customized financial planning, & investment counsel to clients in the Central Oregon and Portland areas.

Capstone Wealth Management Group, LLC is a Registered Investment advisor located in Bend, Oregon. Capstone realizes that trust and advisor experience is a top concern for most people when it comes to their money so all advisors in our office are required to be a Certified Financial Planner™ Professionals. CFP® certificants must meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

CFP Board, a nonprofit regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning. For more about CFP Board, visit http://www.CFP.net. For more information about Capstone Wealth Management Group, LLC, visit http://www.capstonewmg.com.

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