Brandon Capps, CLU® RICP® in

Brandon Capps, CLU® RICP®

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Owner/ Financial Advisor at Velocity Wealth Management, LLC
📍 Greater Phoenix Area, United States

Brandon Capps is the Owner and Financial Advisor at Velocity Wealth Management, LLC, where he specializes in serving high-income professionals, business owners, and pre-retirees. Holding CLU® and RICP® designations, he focuses on wealth accumulation and preservation by combining traditional techniques with advanced strategies.

Living in Orange County, California, with his wife and two children, Brandon is an avid golfer and enjoys fitness and travel. These personal passions provide a balance to his professional focus on financial planning and client services.

His firm was founded on the core belief that traditional financial planning methods are no longer sufficient in todays economic environment.

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Experience
19 Years
Current Role
Owner/ Financial Advisor
Job Level
Junior
Location
Greater Phoenix Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brandon cares about

Retirement Strategies
As a Retirement Income Certified Professional (RICP®), he frequently posts about topics like catch-up contributions for clients over 50 and preparing for retirement.
Business Owner Finance
He specializes in working with business owners on succession planning, buy-sell agreements, and deferred compensation packages.
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Career

Work history

1-2010
Owner/ Financial Advisor
Velocity Wealth Management, LLC
12-2005
Financial Representative
Guardian Life Insurance
12-2005
Financial Advisor
Park Avenue Securities
In the press

Media appearances

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Education
CLU®
The American College of Financial Services
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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