Independent Investment Advisors in Pittsburgh
In a world where there are often more questions than answers, Kapusta Financial Group provides you with the information and advice you need to make sound decisions to meet your financial goals.
Whether it’s managing your investments or creating a comprehensive financial plan for you and your family, our certified financial planners are dedicated to providing you with exceptional service. That’s why we’ve been able to build a reputation as one of Pittsburgh’s independent financial advisors.
We understand the importance of putting you on the right path for financial success and we stand ready to work with you in all areas of financial planning – providing you with a sound financial road map for the future.
Serving you – our client – is the cornerstone of our business.
Our team consists of experienced certified financial planners who work hard to earn and keep your trust. With a commitment to putting the goals, objectives, and interests of our clients first, Kapusta Financial Group provides custom-tailored solutions for each client.
Personalized Approach by Financial Advisors
We offer a sincere, trustworthy and personalized approach in assisting our clients plan their financial futures. Our investment advisors are dedicated to providing you with objective financial advice – cutting through the confusion – providing you with the clarity you need and deserve.
At Kapusta Financial Group, we deliver a vision for the future.
Our Team
George has over 35 years of financial planning and investment experience. He is a CERTIFIED FINANCIAL PLANNER™, Investment Adviser Representative and owner of Kapusta Financial Group, Inc. He received his undergraduate degree in Economics from Clarion University in Pennsylvania, obtained his master’s degree in business administration from Boston University and was awarded the CFP® certification from the Certified Financial Planner Board of Standards, Inc. He holds numerous FINRA Securities licenses and is a member in good standing with the Financial Planning Association.
George is a U.S. Army veteran, serving as a commissioned officer in Augsburg, West Germany. He began his financial planning practice in Germany in 1983 and assisted U.S. Army and Air Force officers, U.S. Government civilians, school teachers and administrators with financial planning and investment management.
In 1989, George relocated his practice to Pittsburgh, Pennsylvania where he continued to build his business as Vice President of Laurel Financial Group. In 1997, he established his own firm, Kapusta Financial Group, Inc. He is an active member of the business community.
Bridget is a CERTIFIED FINANCIAL PLANNER™ who has been with the firm since 1995. She is an Investment Adviser Representative and a Registered Representative holding FINRA Series 7, 63, and 65 Securities licenses. Bridget has extensive experience in the financial planning field and specializes in investment analysis, designing investment portfolios, and computer information technology. Bridget works directly with the firm’s clients in the capacity of an advisor. She focuses on the “big picture” and will develop a plan to help you meet your financial goals. This includes evaluating the client’s current financial position and recommending strategies for investment management. She completed the Financial Paraplanner Program in 1995, the Certified Financial Planner Professional Education Program in 1999 and was awarded her CFP® certification in 2002.
Before joining Kapusta Financial Group, Bridget accumulated more than 10 years of financial and risk management experience working for a large national company. She provided extensive work and analysis in the areas of investments as well as individual and group qualified retirement programs.
Ryan joined Kapusta Financial Group in 2021. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Investment Advisor Representative holding FINRA Series 7, 9, 10, 63, and 66 Securities licenses. Ryan graduated from Washington & Jefferson College in 2012 with a degree in Economics and has 12 years of experience in the financial services industry. He previously worked for Scottrade as an Investment Consultant and Branch Manager before moving to Alight Financial Advisors, LLC. There, Ryan worked as an Investment Advisor Representative communicating investment strategy and developing retirement savings strategy for UPMC Retirement Plan participants. Ryan specializes in investment analysis and portfolio design and works directly with our firm’s clients to assess your current financial situation and provide individualized recommendations for meeting your financial goals.
Katie joined the Kapusta Financial Group team in May 2014 after graduating from Slippery Rock University in Pennsylvania where she obtained her undergraduate degree in marketing with a finance minor. Katie initially began with Kapusta Financial Group as Marketing Coordinator, building and enhancing the client relationship experience. She has since become an Investment Adviser Representative, holding FINRA Series 65 Securities license and has completed the Financial Paraplanner Program in 2016 and the Certified Financial Planner Professional Education Program in 2019. Katie specializes in portfolio systems operations and various client-related services.
Susie joined Kapusta Financial Group in November 2017 as the Office Manager. She has brought with her 30 years of professional work experience ranging from office administration to human resources and benefits processing for well known Big 10 accounting firms. Susie specializes in office management and maintenance. She also works directly with the firm’s clients to assist with various client-related services. Her communication and organizational skills along with her extensive knowledge and experience in many facets of office management serve as an important asset in assisting our clients.
