Pamela Capalad

CFP®

Brunch & Budget

Financial Advisor

Pamela Capalad

CFP®

Brunch & Budget

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Pamela Capalad, CFP®

What would you do tomorrow if you knew your money was handled today? Fee-Only Financial Planner, based in Brooklyn, works virtually with clients across the country.

Pamela Capalad is a Brooklyn, NY fee-only financial planner. Brunch & Budget provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Pamela Capalad is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Let me Google me for you  (see my press and other mentions)

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!

Pamela Capalad is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

brunchandbudget.com

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Pamela Capalad is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Pamela Capalad is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Pamela Capalad

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Office Locations:

  • 620 Wilson Ave
    Brooklyn, NY 11207

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