Our Team

Joseph “Joey” Cappuccino, CFP^®, CPFA^®

Principal

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ Professional

Certified Plan Fiduciary Advisor

Phone: 818.629.0911

Email: joey@cappuccinofinancial.com

Joey has over 18 years of experience in Finance, Insurance, and Lending. He is a graduate of Pepperdine University and holds a B.S. in Business and Management. Prior to joining Commonwealth, he has been an Independent Advisor Representative with LPL Financial and Hill Financial, and prior to this was Regional Advisor Consultant with OppenheimerFunds.

What Joey enjoys most about the financial services industry is providing guidance and education to help his clients pursue their goals and work toward securing their legacy for the next generation. He focuses on tax services, asset allocation, risk management, retirement and estate planning strategies, and equity compensation strategies for professionals. Joey has a passion for investing, utilizing a broad spectrum of asset classes and comprehensive investment strategies. He is a CERTIFIED FINANCIAL PLANNER^™ and holds series 7, 63, and 65 Registrations through Commonwealth Financial Network® as well as California, Georgia, and Colorado Life Insurance License. Joey has a Certified Plan Fiduciary Advisor credential through National Association of Plan Advisors (NAPA).

Joey and his wife Lauren keep busy with their four daughters Francesca, Katherine, Livia, and Emilia (born February 2021). Together they enjoy DIY projects, traveling, wine, and constant kid’s activities! In his free time, Joey enjoys playing golf, running, and cycling. He is a two-time participant in the New York City Marathon representing the Pat Tillman Foundation and actively volunteers with Big Brothers Big Sisters of Conejo Valley.

Check the background of this investment professional on FINRA’s Broker Check.

Adam Toor, CPFA®

401(k) Plan Advisor

Phone: 818.660.1433

Email: adam@cappuccinofinancial.com

Location: 4950 N. Miller Road #208, Scottsdale, AZ 85251

Adam has over 15 years in the corporate retirement plan space working on the Record Keeping & TPA side. He is a graduate of Nazareth University and has his B.S. in Accounting. Prior to working at Commonwealth, he was most recently the Internal Regional Retirement Plan Wholesaler with Paychex Retirement Securities Corp.

Adam focus is on corporate retirement plans. What he enjoys most is helping to design plans that assist both business owners and their employees to allow everyone to work toward the goal of retiring with dignity. His passion is helping everyone achieve their goals no matter where their starting point is. He holds FINRA series 6, 63 and 65 through Commonwealth Financial Network® (CPFA coming soon).

Adam lives in Old Town Scottsdale and stays busy exploring the hiking trails throughout the state, staying active, ski trips and spending time with his new puppy, Bella. Born and raised in New York, he really enjoys the desert weather.

Check the background of the investment professional associated with this site on FINRA's BrokerCheck.

Nick Thanaet

Assistant Financial Advisor

Phone: 818.660.1423

Email: nick@cappuccinofinancial.com

Nick is an Assistant Financial Advisor with a deep passion for investing and all things finance. His career path has led him to financial services, where he enjoys helping clients set a plan to achieve their goals and build wealth. Nick uses his skills to contribute to managing client accounts, investment analysis, portfolio development, and a variety of other tasks. 

Nick believes it is important to work with integrity, which he demonstrates by his dedication to providing authentic guidance to clients. He lives his life by the quote "Never let the fear of striking out keep you from playing the game". Nick considers it important to step out of your comfort zone and pursue growth. He lives in Santa Clarita and in his spare time Nick enjoys personal fitness, snowboarding, outdoor activities, and reading. 

He currently holds his FINRA Series 65 through Commonwealth Financial Network and will be graduating with a Bachelor's of Science in Business Administration with an emphasis in Finance from California Lutheran University.