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About Roxanne Theodoropoulos
Roxanne is a CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist® (CWS®) with nearly 20 years of experience as a Wealth Manager and Comprehensive Planner, specializing in high-net-worth clients. As the CEO and Founder of CapstoneWealth, Roxanne is passionate about guiding individuals and families through every phase of their financial journey—from building wealth to achieving a secure, fulfilling retirement.
A dedicated fiduciary, Roxanne’s mission is to help her clients make informed financial decisions that serve their best interests and those of their families. Her unwavering commitment to trust, integrity, and personalized service isn’t just a professional obligation—it’s a personal promise.
Driven by a deep sense of purpose, Roxanne empowers clients, strengthens her community, and leads with care and dedication.
Advisory services are offered by CapstoneWealth, a Registered Investment Advisor, registered in the State of Florida. Insurance products and services are offered Roxanne Theodoropoulos. CapstoneWealth is not affiliated with or endorsed by the Social Security Administration or any government agency.
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