Meet our President

    Joseph Edward Tocchini

  

Joseph E Tocchini, CLF is the president and founder of Capstone Financial Services, LLC and also the Chapter President for the Rocky Mountain Chapter of the Society for Financial Awareness (SOFA).   The goals of Capstone and the Rocky Mountain Chapter of SOFA are to eliminate financial illiteracy and to educate and inform the community regarding financial topics such as retirement planning, debt management, risk management, and other related issues.  The Rocky Mountain Chapter of SOFA is one of the fastest growing chapters in the United States and provides well over 200 seminars per year on financial topics of concern to local businesses, their employees, and other organizations.   As a not for profit organization, SOFA is able to waive all speaking fees and seminar costs and the representatives are able to meet with clients on a reduced or non-fee basis.

In addition to his work with SOFA, Mr. Tocchini has been a featured speaker at numerous universities, businesses, medical schools and teaching hospitals throughout the midwest and southwest including the University of AZ and University Medical Center in Tucson, AZ, Arizona State University, Northern Arizona University, the University of New Mexico and University of New Mexico Hospital, New Mexico State University, Texas Tech University and Texas Tech University Health Science Center and their programs in Lubbock, Amarillo, Midland and El Paso, the University of Colorado at Boulder, the University of Colorado-Denver residency programs, the University of Nebraska Medical Center and Creighton University as well as many other programs and schools.

In his personal practice Mr. Tocchini has worked with many physicians and physicians in training and he has also served on the board of the "Medical Division" at one of his previous broker-dealers. He has also been actively involved in recruiting, training, and development at several large organizations and he has also been recognized on several occasions for his work in growing organizations and in training new advisors. Joe and his wife Michelle reside in Castle Rock, CO with their three children Anthony, Alyssa, and Aidan. Joe and Michelle are very active in the community and Joe has been a volunteer coach at several local high schools as well as several youth organizations. 

 

Areas of focus include:

  •      Individual retirement planning
  •      Stock, Bond, and Mutual Fund portfolio analysis and review
  •      Life, Health, and Disability income insurance review
  •      Tax advantaged investments
  •      Alternative investments in non correlating asset classes
  •      Property and Casualty Insurance and review
  •      Tax Planning and Preparation