Partners for Life

To Grover Stults and Pam Caprio, working for your financial success is a lifetime commitment. And nothing says commitment more than the satisfaction of working with several individual clients for over 30 years. 

As their needs changed, Grover and Pam were there for them. Just as they will be sure to be there for you fitting your requirements with the guidance you need to safely navigate you through every financial transition in life.

Individually or Together…A Formidable Team

 

 

Grover Stults

grovercpa@Ctr4FinancialStrategies.com
215-862-0400

With a CPA and BS in Accounting and extensive professional experience in fiscal management, Grover's specialties are in tax planning and financial services management. Grover can initiate ways to improve your bottom line and reduce your tax burden, such as utilizing the statutory employee status from a W-2.

  • 1974 - Graduated University of Delaware, BS Accounting.
  • 1978 - Granted Licensed Public Accountant License, NJ.
  • 1981 - Granted Certified Public Accountant's License, NJ.
  • 1982 - Granted Reciprocal CPA License, PA.
  • 1995 - Passed FINRA Series 6 & 63. Purchased two residential apartment buildings to gain experience in real estate management and investing with Pam.
  • 1997 - Passed FINRA Series 7 Examination.
  • 2001 - Attended Center for Excellence to improve service to clients
  • 2003 - Hired Patty Clark & Associates to further improve client interactions & relationships. Attended Stage one of Insight Seminar.
  • 2007 - Attended New York Life University to learn creative strategies and applications for life insurance

Fulfilled all continuing professional education to maintain licensing since 1981.

Pam Caprio

pamcsa@Ctr4FinancialStrategies.com
215-862-0400
Direct line: 215-862-0401

Pam has been in the insurance business for over 30 years. She's helped countless individuals and small businesses protect their security. As a Certified Senior Advisor, she can show you how to reduce your taxes using insurance products and tools.

  • 1992 - Licensed to sell Life, Health, and Disability: NJ & PA.
  • 1995 - Purchased Residential Rental Real Estate with Grover to gain experience as landlords and real estate investing.
  • 2001 - Granted Certified Senior Advisor Certificate.
  • 2007 - Attended New York Life University to learn creative strategies and applications for life insurance

Fulfilled all continuing professional education to maintain licensing, including mandated certification required by CMS (Centers for Medicare and Medicaid Services) and participating insurance companies.