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Your Team

COMMITMENT

Cannataro Family Capital Partners (CFCP) is passionate about helping people and businesses realize their true financial potential and making every desire a reality. Our team members excel at what they do and are dedicated to delivering solutions that meet and exceed our clients’ expectations. They are committed to serving the client with the highest level of attention and care.. 

INTEGRITY

The fulfillment of our mission can only be achieved through client loyalty. Since our founding, CFCP’s standards of professional conduct and integrity have not only led to positive goal achievement for clients, it is how we measure our success. We are always accountable to our clients and strive to develop and nurture long-lasting relationships. Our multi-generational client base demonstrates the faith, trust and confidence our clients have in us and this guides us in our daily actions.

RESULTS

At CFCP, the competence and conduct of our team members translates into the utmost professionalism and is the backbone of our practice. The 150+ years of collective financial industry experience our people possess greatly enhances our collaborative effort. By going beyond individual accomplishments and promoting spirited teamwork, we are able to achieve our common goal of helping clients succeed.

CFCP’s wealth management process embodies a disciplined approach of identifying a client’s short and long-term needs and goals along with all economic and operational constraints — liquidity, time horizon, taxes, legal and regulatory environment and unique circumstances. We are deliberate in setting appropriate objectives for each client’s particular profile.

Partners

Lou Cannataro ChFC®, REBC®, CLU®, CASL®, AEP®

Founder and Partner

Aaron M. Bell CLTC®, M.A., CIMA®

Wealth Management Advisor

Lead Advisor

Louis James Cannataro CFP®, ChFC®, CLU®, CDFA®, WMCP®

Private Wealth Advisor

Affiliate Partners

Through Northwestern Mutual, Cannataro Family Capital Partners has access to a network of specialists locally and across the country.

Robert Reni CFP®

Wealth Management Advisor

Craig L Meadows CLU®, ChFC®, CLF®, CLTC®

Financial Advisor

Associates

Sabena Khan Dookhie

Director of Client Services

Colette Cannataro

Director of Marketing

Frank Cannataro

Client Service Coordinator

Jack Cannataro

Planning Manager

Timothy Gerlich

Insurance Specialist