Brian Kapur, Financial Advisor, has been part of the financial services industry since 1999. He focuses on working with individuals and small businesses to protect what is most important and accumulate wealth in a tax efficient manner.
Brian brings with him dedication and integrity to his career as a Financial Advisor, supported by a resourceful team with decades of experience and professional affiliations. He is committed to serve the diverse financial needs of his clients by providing financial guidance and establishing long term client relationships. His goal is to help his clients make better financial decisions.
He holds his FINRA Series 6, Series 63 and Series 7 securities registrations. Brian holds life and health insurance licenses in Illinois. He was inducted into the Healthcare.gov circle of champions for significant health insurance marketplace enrollments.
Brian began his career as a financial services rep in the mutual fund industry. After several years servicing mutual fund clients & brokers, he decided to pursue an entrepreneurial role by entering the financial services and insurance field. He built a successful practice of clientele through New York Life and New England Financial/ Metlife. With over 12 years experience in the field, he brings a complimentary skill set to continue to grow within The Heartland Group and the producer group of Stoumbelis, Macaione, Catalano and Associates.
In his free time, Brian enjoys family activities including his kids music and sports events. He is an avid supporter of his Virginia Tech Hokies and his beloved Chicago Cubs.