Neil Cain

Meet Neil Cain, a seasoned professional in guiding federal employees towards 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.