Professional & Community Involvement

The team at Capital Analysts of Jacksonville, Florida, Inc. is proud to be part of a premier financial planning services firm in Northeast Florida. They have achieved this recognition and respect for their work, both professionally and personally, in the Jacksonville community. Here are some examples of the team’s involvement in the financial planning services industry and our local community.

Industry Organizations
  • CFA Society of Jacksonville
  • Estate Planning Council of Northeast Florida
  • Financial Planning Association of Northeast Florida
  • Financial Services Institute
  • Financial Services Advisory Committee for Florida State College at Jacksonville 
  • Jacksonville Association of Insurance and Financial Advisors
  • Partnership for Philanthropic Planning
  • University of North Florida, professorship of Personal Finance
 Community Organizations
  • Beaches Fine Art Series, Inc.
  • Coastline Federal Credit Union
  • Economic Roundtable of Jacksonville
  • Family Foundations
  • Jacksonville UCF Alumni Club
  • Mandarin Moose Lodge
  • Mandarin Rotary
  • Pine Castle Incorporated
  • Southpoint Civitan Club
  • Southpoint Rotary Club
  • Success Links Chapter of BNI
  • University of North Florida Student Affairs Community Council
  • Uptown Civitan Club