Our Team
Capital Insurance and Investment Planning, Inc. is an independent financial services firm, formed to serve our clients by developing comprehensive solutions for their financial, retirement, estate, business and insurance planning needs.
Our team has decades of experience helping businesses and individuals to make financial, investment, and insurance decisions aligned with their goals and needs. We have the experience and knowledge to help you plan for whatever your future holds. Whether you're thinking forward to college, retirement or just financial security Capital Insurance and Investment Planning, Inc. can help as you work to make your dreams a reality.
We measure our success by our clients success.
John E. Stanojev, MRFC®
Financial Advisor | President and Founder
Capital Insurance & Investment Planning, Inc. was founded in 1999 by Mr. Stanojev as a successor firm to Quantum Financial Services, Inc., which he founded in 1992. John has over forty-two years of industry experience. He has a bachelor's degree in finance and business administration and is a Master Registered Financial Consultant. John has received numerous industry awards and commendations for his work.
John takes pride in his creativity and technique, he aims to create balanced, flexible plans for each client's personal and business needs and objectives. Whether John is designing a comprehensive investment or financial plan or building a 401k/Benefit plan for a business owner client and their employees, John is commited to excellence in meeting his client's goals.
John is a member of many professional organizations including the International Association of Registered Financial Consultants and the Bucks County Estate Planning Council. As an Adjunct Professor, John teaches Continuing Education classes to Certified Public Accountants at Philadelphia Community College. John is committed to his profession and maintains his credentials by completing over 40 continuing education credits yearly. He has spoken at multiple industry conferences and events.
A longtime Central Bucks County resident, John remains highly committed to the community and is involved with numerous charitable organizations. Currently serving as the Fundraising Chairman for the "Friends of the Borough Dam" John raises funds for the annual Fishing Derbies for hundreds of children, disabled individuals, veterans, and the residents of numerous nursing homes. John is a Mason and Shriner. He volunteers as a member of the Outreach committee for the Masonic Lodges and Retirement Villages throughout Pennsylvania.
Alec L. Goldberg, RFC®
Financial Advisor | Director of Financial Planning
Alec Goldberg joined Capital Insurance and Investment Planning, Inc. as an intern after his freshman year at Penn State, driven by a deep-rooted interest in finance nurtured by his family from a young age. Alec's dedication to his studies and passion for financial planning was evident throughout his academic career, and he graduated with a Bachelor of Science in Finance with a focus in Economics.
Alec has passed the Securities Industry Essentials (SIE) Exam, Series 7, Series 66, and the Life Accident Health and Annuities credentials, demonstrating his comprehensive knowledge and commitment to the financial services industry. He obtained the Registered Financial Consultant (RFC) designation and will continue to further his studies in financial services.
Over the last year of working closely with our team, Alec's skills and dedication have earned him a promotion to Director of Financial Planning. In this role, he continues to provide tailored financial advice, leveraging his knowledge and experience to help clients with their financial goals.
Alec focuses on comprehensive financial planning, investment strategies, and estate and executive planning solutions. His client-centric approach focuses on building lasting relationships and delivering personalized strategies that align with each client's unique needs and objectives.
Outside of his professional endeavors, Alec enjoys golfing, spending time at the Jersey shore, and cherishing moments with family and friends.
Alec is dedicated to continuous learning and professional growth with the goal of remaining current with the industry and providing his clients the highest level of service.