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Christopher V

Series 63, Series 65

Irvine, CA

Ameritas Advisory Services, LLC

Christopher Vaccaro is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has long-standing roles at Ameritas Life Insurance Company and Ameritas Investment Company, dating back to 2006, as well as extensive experience with Capstone Financial Group and Capstone Financial Resources, Inc. Outside of advisory work, he is an independent insurance agent licensed to sell fixed insurance products and serves as president of Capstone Financial Resources, which provides medical and dental insurance services. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and program platforms, incorporating both proprietary and third-party models, and operates within a mutual holding company structure that includes affiliated broker-dealer and insurance entities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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