Marco Capaldi is a financial representative with over 20 years experience in the financial services and insurance industries. He is a father of two girls and married to a public servant in the town of Warren, RI.
Marco began working in financial services in 1996 after obtaining a business admin degree with a minor in Finance from Roger Williams University. Marco opened Bellevue Investment Group in Newport, RI, a successful boutique investment firm in Newport, RI. In 2003. After close to 10 successful years the practice sold to one of the largest financial planning firms in Boston, MA From 2014-2016 Marco started a voluntary benefits student loan firm called Student Debt America that was bought in a private equity deal by venture capital. From 2016-2020 Marco gave his time to wounded veterans helping them improve their finances and start-up businesses. He is still active today in his spare time in making life easier for our veterans through his work with Veterans, Inc., The Vet. Center in Warwick grants throughout New England for federal government agencies like the CFPB and the SBA.
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