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Phone:  610-871-3500
Email:   reveritt@capital-planning.com 

Robert Everitt,

Wealth Advisor and Operations Manager

My role at Capital Planning:
My mission is to help service families feel confident about their financial future, by guiding them through the planning process and providing personalised advice. In my role as Director of Operations, I leverage my years of experience to work in partnership with our team of advisors and staff to help our clients navigate the financial planning process. Above all, my goal is to ensure that clients have a wonderful experience when working with Capital Planning Wealth Management.
My background and experience:
I joined the Capital Planning team in 2010. I am a graduate of Kutztown University with a Bachelors degree in Finance and a minor in History and Political Science. I have over two decades of experience in the financial planning and services industry. In 2014, my passion for financial planning led me to pursue an advanced designation in becoming a CERTIFIED FINANCIAL PLANNER (CFP). I also hold the FINRA general securities representative registration with LPL Financial and the Investment Advisor Representative registration through Private Advisor Group.
Getting to know me:
My family and I live in Quakertown where I was born and raised. I spent the first 4 years after college living and working in Clearwater Florida before coming back to my hometown to raise our family. We have three teenage sons that keep us busy with their sports and activities. In my free time, you will find me anywhere from watching my boys play baseball or basketball, to being on a golf course, or traveling to my second favorite state, Florida.

Capital Planning has served clients for over 25 years.

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