Cap Clegg

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.”