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Richard P

Series 63, Series 65

Cobleskill, NY

Capital Analysts

Richard Pinder is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked at Lincoln Investment Planning, Inc. for 40 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and emphasizes a fiduciary role supported by an in-house investment management and research team.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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