Constance M. Dupras,  CFP<sup>&reg;</sup> - Financial Advisor

Constance M. Dupras, CFP®

CPA

President

Capital Assets Planning, Inc.

1680 Kingsbridge Court
Annapolis, MD 21401-6408
FINANCIAL ADVISOR'S WEBSITE
(800) 410-3891
(703) 204-9410

General

Constance Dupras is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital Assets Planning, Inc. in Annapolis, MD and the surrounding communities.

Financial Advisor Overview

CAP is a Registered Investment Adviser Firm that offers comprehensive financial planning, tax advice and/or investment planning services to individuals.  The firm, established in 1986, evolved from a tax practice.  Many of our clients reside overseas or have resided overseas at some point in their careers.

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Financial Advisor Experience

Certified Financial Planner since 6/30/1986
 
 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Broker-Dealer Disclaimer

Advisory services offered through Capital Assets Planning, Inc. Constance M. Dupras is an Investment Advisor Representative of Capital Assets Planning, Inc.  Securities offered through H. Beck, Inc.-Member FINRA, SIPC.  Constance M. Dupras is a Registered Representative of H. Beck, Inc. which is unaffiliated with Capital Assets Planning, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Cross-border Planning, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources