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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Andrew Rose, CFP®, CLU®, RICP®

Financial Advisor

919.719.3853

arose@capfs.com

I’m Andrew Rose, a financial advisor based in Raleigh, North Carolina, focused on helping individuals and families feel confident about their financial future. I believe financial planning should be clear, structured, and personal, so...
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Rena Bell

Client Service Associate

(919) 719-3805

rbell@capfs.com

Rena Bell joined Capitol Financial Solutions in May 2024 after a 12-year career in education in Atlanta. A graduate of the University of Georgia, Rena brings a passion for service and a keen attention to detail to her role as a Client...
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