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Capital Strategies & Investments, Inc.

1005 A Street Suite 408
San Rafael, CA 94901-3129
Phone:
  • 415 295-7787
Fax:
  • 415 295-7728

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Rockne S. Schatz, BFA ™ CFP®

Firm Profile


Capital Strategies & Investments, Inc. (CSI) was founded in 1987 to provide comprehensive financial planning and investment advisory services to individuals, small businesses, tax qualified and nonqualified retirement plans and trust accounts. 

We provide financial planning and investment advisory services on a fee for service basis.

Professional Services

 401(k) Plans and Accounts

403(b) Accounts

Individual Equities

Small Business Retirement And Benefit Plans

IRA Rollovers/Lump Sum Distributions

Money Management

Investment Advisory Services

Asset Allocation

Retirement Planning 

Financial Planning

 

 

 


  • Rockne S. Schatz, BFA™, CFP®
     

  • Rockne S. Schatz, President of Capital Strategies & Investments, Inc., has been in the financial services industry since 1982. Rocky graduated from the University of Oregon at Eugene with a BS in Business Administration. To augment his experiences in the industry, Rocky obtained his CFP® certification from the College for Financial Planning in Denver, Colorado in 1988. Rocky also maintains a license with the California Department of Insurance in Sacramento, California (License number 0684802),the Arizona Department of Insurance in Phoenix, Arizona (License number 17538), the Idaho Department of Insurance in Boise, Idaho (License Number 272512), the Oregon Department of Consumer and Business Services Insurance Division (License Number 719926) and the Washington Office of the Insurance Commissioner (License Number 165690).  Rocky obtained his Behavorial Financial Advisor Certification ™ in 2017.

  • Rocky lives with his wife, Angela,  in San Rafael, California.  Their daughter, Marly, attends Gonzaga University in Spokane, Washington. When not spending time with his family, Rocky enjoys flyfishing, skiing and traveling.

     

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck