Cap Clegg
Juris Doctor, Chartered Life Underwriter, Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER ™ professional
Professional Specialties:
Financial Planning
Investment Management
Estate Planning
Retirement Plans
College Funding Planning
Retirement Planning
Mutual Funds
Life/Disability Insurance
Pension Plan Rollovers
Long-Term Care
Qualifications:
Doctor of Law, Ohio Northern University Law School
Rocky Mountain College, Billings, Montana
Hope College, Holland, Michigan
Chartered Financial Consultant® (ChFC®), American College
Chartered Life Underwriter® (CLU®), American College
Certified in Long-Term Care (CLTC)
Founded Columbus Financial Concepts, May 1985
Member:
Society of Financial Service Professionals
Financial Planning Association
Worthington Estate Planning Council
Personal:
Born: Sault Ste. Marie, Michigan, 1954
Member:
Scioto Valley Rugby Football Club –Old Boy
Wedgewood Golf Club
Dublin A.M. Rotary Club-President, 2004-2005
Dublin A.M. Rotary Charitable Foundation –President 2013-2014
Dublin Chamber of Commerce
Leadership Dublin-Class of ‘99–President, 2008-2009 - Shillelagh Award Winner 2010 Dublin Businessperson of the Year - 2005
Dublin Grand Leprechaun 2013
Dublin Foundation, Board of Governors 2007- 2015 - President 2013 - 2015
Vista Community Church
Interests:
Golf, reading, Horizon Prison Ministry, community volunteer
Philosophy:
“God has given me the talent to help people plan and achieve their financial goals. My objective is to use these talents to benefit clients as much as possible.”