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Neil Cain

Financial Planner & Investment Advisor

Neil Cain is a seasoned professional in guiding federal employees toward their financial goals. With over 18 years of hands-on experience in the financial planning arena, Neil is a Certified Financial Planner™ and a Charter Federal Employee Benefits Consultant.

Neil's industry experience is underlined by his qualifications, including the possession of both a Series 7 and a Series 66 held through LPL Financial, in addition to a life insurance license. He has been a prominent speaker at various federal agencies, sharing his insights and knowledge to empower individuals with the tools they need to navigate the complexities of personal finance effectively.

Neil's background includes a bachelor’s degree in business administration with a minor in finance from Towson University in addition to his certificate in financial planning from Georgetown University.

Within his current role, Neil plays a pivotal part in managing his firm's investment allocations, formulating effective retirement strategies, optimizing estate plans, and implementing tax-efficient approaches. His holistic approach to financial planning, coupled with his ability to understand each client's unique aspirations, sets him apart as a valued advisor.

As a financial advocate, Neil prioritizes transparency and ethical practices. Clients and colleagues alike can verify his credibility through FINRA’s BrokerCheck, ensuring that his professional background aligns with his commitment to excellence.

Neil Cain CFP®, ChFEBC℠

Capital Financial Planners

Financial Advisor

W: 240-316-3956 | | F: 240-235-7108

2 Wisconsin Circle, Suite 700, Chevy Chase, MD 20815


Neil Cain
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