Pamela Capalad| CFP®
Brunch & Budget
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Brooklyn, NY 11221
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Pamela Capalad is a Brooklyn, NY Fee-Only Financial Planner serving New York City and clients across the country, virtually. Brunch & Budget specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Pamela Capalad is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
I'm here to help you get to that place in your life. You know that place. That place where you close your eyes and feel perfectly at peace and energized all at the same time. That place where you know you’re at your best, that you were somehow built for this, this thing you’re doing that you can’t believe you get to spend your life doing.
Life isn’t about cringing every time you run your credit card through a cash register or dodging calls from bill collectors. It’s not about the next paycheck, next rent check, next job, next in line. Life is about finding your why.
So here’s the deal – you have the why, I have the how.
Whenever you're ready, I'll be here to help you figure out how to get there. Let's Brunch!
I’m a Certified Financial Planner™ and I’ve been in the financial services industry since 2008 (yep, perfect time to join, right?), working at boutique financial firms (if you’re really curious where, check out my linkedin). I’m based in Brooklyn, NY, but serve clients virtually across the country.
I wanted to find a way to help the average person with their finances. I also realized it’s a pretty scary thing for people to face, even though its something we have to deal with every day.
One day, I was sitting around a fire pit with a friend who said she really needed help with her money, but was afraid to talk about it. I said we should do it over brunch.
Immediately her shoulders untensed and her eyes lit up. “Yes! Let’s do, like, a brunch and budget!” And the rest is history.