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Jeffrey Lippman

Capitol Financial Consultants, Inc.

8180 Greensboro Drive, Suite 1150

McLean, VA 22102


About Capitol Financial Consultants, Inc.

Capitol Financial Consultants, Inc (CFC) is an independent financial planning firm located in McLean, Virginia that was established in 1988. All principals at CFC are Certified Financial Planners. We specialize in helping individuals and businesses reach all aspects of their financial goals and objectives. We offer comprehensive advice and services that include:

Personal Financial Planning

Investment and Wealth Management

Tax Planning and Preparation

Risk Management

Retirement Planning

Education Funding

Estate Planning

Business Planning and Services

General Information

Firm Start Year


No.of Employees




Name of Broker/Dealer

Capitol Securities Management Inc.

Name of Custodial Firm

Pershing LLC

States Licensed in

Virginia, Maryland, Washington DC, New Jersey

Years of Experience in Financial Services


Number of Years with Current Firm


I work with the following types of clients

Businesses, Individual Investors


Investment Types

Annuities, Insurance, Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds

I can meet clients in the following ways

At your office, At my office, Via Phone


Registered Investment Advisor


Registered Representative


Investment Advisor Representative


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Life, Health, Annuity, Disability, Variable Life, HMO, Variable Annuity, Long Term Care

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Assets Managed by Firm


Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts


Compensation Methods

Based on Assets