Financial Adviser Evaluates Your Existing Portfolio
In today's turbulent marketplace and weakened economy, working with an experienced financial adviser is critical to achieving investment success.
For more than 24 years, Debra M. Cappos has successfully managed investment portfolios for families and institutions of the Conejo Valley.
Cappos' experience as a financial adviser includes tenures as a senior vice president at both Smith Barney and Wachovia Securities Inc.
In 2008 she joined the Private Client Group of Western International Securities Inc., clearing through J.P. Morgan Clearing Corp., a member of FINRA and SIPC.
The expertise of Western International Securities Inc. combined with the financial strength and resources of J.P. Morgan Clearing Corp., offers clients peace of mind that their personal wealth is invested with one of the nation's strongest and best capitalized investment firms.
Specializing in equity, fixed income, retirement and estate planning strategies, Cappos offers a complementary review and consultation of existing investment portfolios.
Her office is at 2555 Townsgate Road, Ste. 300, Westlake Village. For a personal review, call (818) 571-7674 or e-mail dcappos @wisdirect.com.


