Our History

Our History - Header Image

Our History

Ours is a story of many "firsts."

Capital Financial Planning was founded more than 30 years ago by Lisa Keaton, CFP®, AIF®.

Lisa was one of the first women across the U.S. to earn the CERTIFIED FINANCIAL PLANNER™ designation. At that time, she was also one of the very few women on Long Island to have a CFP® designation. Capital Financial was among the first firms on the island to recognize and use the financial planning process with our clients. Lisa was one of the founding organizers of the Long Island chapter of the Institute of Certified Financial Planners, which was the first professional organization for financial planners. She served as one of the first presidents of the Long Island chapter. It has since merged with the Financial Planning Association and is still the largest organization of its type.

Capital Financial Planning is an independent financial firm specializing in providing financial guidance and personal service. Our clientele is located mostly on Long Island (known especially for its beautiful sand beaches and award-winning vineyards) and also in New York City. We work with individuals, families, and small businesses.