Capital Strategies & Investments, Inc.

490 Jefferson Street
San Francisco, CA 94109-1315
  • 415 567-9428
  • 800 427-5264
  • 415 776-6320


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Rockne S. Schatz, CFP®

Firm Profile

Capital Strategies & Investments, Inc. (CSII) 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. CSII is registered with the State of California Department of Corporations as an Investment Adviser (File number 112813) and the State of Washington Securities Division Investment Adviser Registration Depository.

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, 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 lives with his wife, Angela, and their daughter, Marly, in San Rafael, California. When not spending time with his family, Rocky enjoys flyfishing, traveling and working on his home and garden.



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