Capitol Hill Wealth Management

close

Team photo for Capitol Hill Wealth Management
Team photo for Capitol Hill Wealth Management

View Larger


Advisors

Carl Hafen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Carl Hafen's website


Team

Jack Zemlin

Jack Zemlin

Financial Planning Analyst

Qualifications

  • Series 7 - General Securities Representative

  • Series 66 - Uniform Combined State Law Examination

Roles & Responsibilities

  • Financial Planning Analysis
  • Mutual fund and security trading
  • Required Minimum Distribution calculations
  • Life, Disability and Long Term Care insurance illustrations
  • Notary public
View more
Dylan Miyasaki

Dylan Miyasaki

Operations Manager

Qualifications

  • Series 7 - General Securities Representative

  • Series 66 - Uniform Combined State Law Examination

Roles & Responsibilities

  • General Service Questions
  • Scheduling
  • Money transfers
  • Notary public
  • Rollovers & Account Transfers
  • Office Management
View more