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Michael J. Iannarino, CFA®, CFP® Erin Mentel-Gaeta, M.S., CFP®
Managing Partner Partner
Cephas Capital Management, LLC provides wealth strategies for families and businesses looking to simplify their lives, reach their objectives, and mitigate critical financial events.
Our services include both investment and comprehensive financial planning that may include analysis in such areas as:
- Retirement and Income Distribution Planning
- Estate Planning and Inter-Generational Transfers
- Personalized Financial Planning
- College Education Planning
- Investment Management Services Customized for your Objectives and Risk Tolerance.
We emphasize the importance of solid working relationship with our clients. As a result, we refer to our initial meeting with prospective clients as a “fit” meeting. You determine if we are fit for you and we determine if your objectives are aligned with our wealth management philosophies. We are confident that we can serve your needs or point you in the right direction.
Please call Darla Rainsberg at our office at 614-268-9153 or email her at drainsberg@cephascm.com to set your appointment today. We look forward to hearing from you!
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3478 North High Street,
Columbus, OH 43214
Phone 614-268-9153 Fax 614-268-9163
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Wealth management services in the United States are provided by BCG Securities, Inc.., a registered broker-dealer offering securities, trading, brokerage and related products and services. Charles Schwab & Co. is custodian for all fee-based managed accounts. Member SIPC/FINRA
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