Capital Income Advisors

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Our Firm

Jeremy Keating, MBAFinancial Planner

Jeremy has been in the investment advisory business since 2000...Learn More

Richard GigliottiFinancial Planner

Richard Gigliotti started his career in financial services way back in 1999... Learn More

Martin Shapiro
CFP, MSFSInvestment Advisor

Martin has been serving clients for over 30 years... Learn More

 

Alexander MeleFinancial Planner

Alex began his career in 2009. Even before that, Alex knew...Learn More

Lloyd SilversFinancial Planner

Lloyd has a BA from California Strate University, San Marcos...Learn More

Jim WhitePortfolio Specialist

Jim started out in the securities business in the early nineties working... Learn More

 

Amy WarnerOperations Manager

Amy has been in the financial planning industry for over 18 years...Learn More

Hannah LujanoDirector of Client Operations

Hannah Lujano has been in the financial planning industry... Learn More

 

Strategies for Financial Independence

To schedule a time to discuss your financial future, The Retirement Formula TM, and build your financial strategy, contact us at info@capitalincomeadvisors.com or call us at (800) 875-1986 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment options to custom suit their needs and objectives.

Have Questions for our team?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Complimentary
Retirement Kit

Before you can plan your retirement, you need to know the facts. Fill out the form below to request our complimentary retirement kit today.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.



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*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

Advisory services offered through Securities America Advisors, Inc. Martin Shapiro, Representative and advisory services offered through Arbor Point Advisors, LLC Richard Gigliotti, Jeremy Keating and Alexander Mele, Representatives.CA Insurance Licenses: Jeremy Keating #0E28476; Richard Gigliotti #0H83102; Alexander Mele #0H82823; Martin Shapiro #0681852

Securities offered in the states of CA, TX, NY, NJ, PA, AZ, NV, MA, CO, AR, GA, IN, MS, MT, OR, TN, WA, WI, LA, FL, DE, NC, SC, MN