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Experience you need. Service you deserve.

We Help Make Retirement Plans Simple

Why Cappuccino Financial Retirement Solutions?

We are a retirement plan services firm using our retirement planning experience and technology to assist with real problems for small and mid-sized businesses. We help businesses manage the complex challenges posed by employer-sponsored retirement plans. We can help make the process easier and support your employees in pursuing their retirement goals.

We focus on companies within the real estate sector with 1-15mm in assets. Most importantly, we seek to work with companies who generally care about providing a worthy retirement benefit and helping employees save toward their futures.

As a fiduciary advisor, we always have your best interests in mind. We work with you to find the right record keepers and investments, provide plan design assistance, assist/share in ERISA compliance and fiduciary responsibilities and drive participant success with onboarding new employees, on-going education and employee engagement strategies.

While most retirement plan representatives may seem the same. We do things differently. We take the time to know and understand your business and then help you construct a retirement plan specific to your business model to address your needs. We care about your plan participants and believe all employees should have access to tools, resources, and guidance they need in order to utilize the benefit as intended. We understand the challenges businesses face with fiduciary responsibility and we are driven to help employers understand and manage their retirement plan duties.

Adam Toor, CPFA® Photo

Adam Toor, CPFA®

Adam Toor, CPFA®

401k Plan Advisor

Certified Plan Fiduciary Advisor

LPL Financial Advisor

Phone:  818.660.1433


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 LPL, 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 LPL Financial (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.

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