Phyllis Caputo

Did you ever wonder about how money really works? In other words, do you know how to eliminate debt, retire comfortably, and avoid common money mistakes? What’s a mutual fund, a variable annuity, a fixed annuity ....? Have you saved enough to retire comfortably, and how do you protect your money? Do you need life insurance, and what type should you have?Who do you go to explain and answer these questions in plain English, without the financial buzzwords that are meaningless for your situation?

This my passion! I educate families about money in a plain, easy to understand way. My focus is helping women, because they typically live longer than men, and often have less money saved for retirement.

I host classes at community centers around NJ, as well as conduct workshops for companies such as Loreal, Inc. If you have a group or event, and would like to provide usable, understandable information, please contact me. I also meet with families one on one, and provide a free financial roadmap to meet their goals.

I have grown my business with an attitude of service and dedication for all families, regardless of where they are in their financial journey. I live with my husband and 3 awesome kids in Millstone Twp, NJ.

Finally, my credentials include: I am a Registered Representative and Investment Adviser with Primerica Financial Services (PRI). I have been involved in financial services for over 7 years after a successful 20 year career in Electrical Engineering and Product Management, working with both start-ups and established companies. I hold Series 6, 63, 65 & 26 licenses, Insurance and Health licenses, and a Masters Degree in Engineering from Rutgers College.