Certified Financial Planners: Advisors Planning Financial Investments in PA

Capital Planning Advisory Group Associates

George N. Luciani, CFP

Mr. Luciani is President and Founder of Capital Planning Advisory Group and Covered Bridge Tactical. He has been active in the financial services industry since 1984 and has been recognized for his advisory acumen by being named one of Worth Magazine’s Top 250 Financial Advisors in 1996, 1997, 1998, 1999, 2001 and 2002. Mr. Luciani has made regular appearances on local and regional radio programs discussing financial advisory issues, as well as other areas of interest concerning the Institute of Certified Financial Planners.

For 15 years, Mr. Luciani authored a bi-weekly newspaper column entitled Your Money which appeared in the business section of The Times of Trenton. Additionally, he has published articles, and book reviews on retirement, estate planning and asset management which have appeared in the Journal of Financial Planning, Prentice Hall Publishers and local Chamber of Commerce publications.

Mr. Luciani is the current Chairman of the Philadelphia Chapter of the Market Technician Association. He has also served as the Regional Director of the Institute, where he was responsible for representing the professional interests of approximately 3,000 Certified Financial Planner licensees in 15 societies between Maine and Maryland. Mr. Luciani is also the former Chairperson of the Princeton Society for the Institute of Certified Financial Planners.

Mr. Luciani holds a Bachelor of Science degree in Business Administration with a concentration in Economics and Marketing from Villanova University, as well as master credits in Probability and Statistics from Drexel University.

Barbara L. Russo, CFP

Barbara L. Russo is a Certified Financial Planner who has been active in the field of finance for fifteen years. As a financial advisor and planner, Ms. Russo does retirement and estate planning, cash flow planning, insurance and education planning, and asset management.

In addition to being a financial planner for Capital Planning Advisory Group, she also serves in the same capacity for Mature Beginnings. Mature Beginnings is a group of professionals who provide comprehensive services to mature individuals. This group is not affiliated with Capital Planning Advisory Group, Inc. Ms. Russo is also a Certified Divorce Planner and a Divorce Mediator.

Ms. Russo is a member of the Institute of Certified Financial Planners and the Central Jersey Society of the ICFP. She is also a member of the NJ Association of Professional Mediators and The Institute for Certified Divorce Planners. Ms. Russo is a member of the Princeton Area Chamber of Commerce, the Board of Trustees for the Newgrange School and is listed in Who's Who in Finance and Industry.

Donald J. Griffin

Vice President
Chief Operating Officer
Personal Account Manager

Prior to joining Capital Planning Advisory Group, Mr. Griffin spent a combined 23 years in the securities industry working primarily in the technology area for Salomon Smith Barney and Prudential Bache Securities. Mr. Griffin has acquired an extensive understanding of security industry products and procedures as a result of developing business applications in such diverse areas as portfolio management; product and account information; client information; regulatory; and data acquisition, management and presentation.

Michael R. Clancy, CFP, CLU

Director of Financial Planning
Personal Account Manager

Mr. Clancy is a Certified Financial Planner who has been active in the banking and financial services industry for over 13 years. His background includes working in research at the Federal Reserve Bank of Philadelphia, management consulting for Fortune 500 companies, corporate finance, as well as strategic project management for one of the largest mutual fund firms in the industry.

As the Director of Financial Planning, Mr. Clancy coordinates retirement, estate, cash flow, insurance and education as well as asset management and financial analysis for CPAG clients. Mr. Clancy is also a Chartered Life Underwriter (CLU) and is an active member of the Financial Planning Association.

Mr. Clancy earned his undergraduate degree from Villanova University in Villanova, Pennsylvania with a double major in Economics and Finance. He participated in the Omicron Delta Epsilon Economics Honor Society as well as the Gamma Phi National Business Honor Society. He received his Master’s in Business Administration with a concentration in Finance from Temple University in Philadelphia, Pennsylvania.