https://www.capriwealthmanagement.com/

Capri Wealth Management at LPL Financial

About Capri Wealth Management at LPL Financial

Capri Wealth Management is a financial services firm dedicated to providing comprehensive wealth management solutions to individuals, families, and businesses. With a commitment to excellence and a client-centric approach, Capri Wealth Management strives to empower its clients to achieve their financial goals and secure their financial futures.

Reviews

Financial Intern

March 2024 - August 2024 Mount Laurel, NJ
“During my internship at Capri Wealth Management, I genuinely enjoyed several aspects of the experience. One of the highlights was the opportunity to work alongside a talented and supportive team. The collaborative environment fostered open communication and encouraged creative problem-solving, which made every project engaging and fulfilling. I also appreciated the variety of tasks and responsibilities I was given. From creating my own portfolio to fostering relationships with clients, each assignment provided valuable learning opportunities and helped me develop a diverse skill set. ”
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