September 25, 2017  

 
 


Renee Caputi
CLU, ChFC, CFP

 
Renee M

Renee M. Caputi is Vice President and In-House Counsel for Praxiis Business Advisors. She holds an MBA from Queens University and a Juris Doctor from State University of New York at Buffalo Law School. She has also earned the professional credentials of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), and Certified Financial Planner (CFP®). Renee has extensive experience designing and implementing corporate benefit, retirement and continuation plans, and personal financial plans strategically directed to achieve clients’ goals. She has substantial expertise in commercial mortgage underwriting and origination processes, and closing transactions.

Renee is directly responsible for the development and delivery of two service areas at Praxiis. As Practice Lead of Praxiis Exit Planning Strategies, she guides the firm in assisting closely held business owners create effective plans to align their business with their personal financial objectives and prepare for the transfer or succession event that will monetize their business investment in a way that maximizes their after tax return, and fund their personal financial objectives. Renee also is the Chair of the Praxiis Affiliated Professionals program, our proprietary professional practices licensing and credentialing program that extends the depth and breadth of support we can provide our clients by establishing a network of highly skilled professionals in a wide array of disciplines to meet any client challenge.

As an NASD Series 7, 63, 66 security licensee, Renee is thoroughly knowledgeable of the complex regulations and restrictions that impact the important financial decisions that small and mid-market business owners face. Praxiis Business Advisors believes that by providing educational opportunities for business owners and executives, we can best help them prepare for the choices they need to make as they chart their course. Renee's experiences exemplify this commitment to providing education and information. She has taught Financial Planning, Investments, Accounting, Economics, Retirement Planning, Tax Planning, Risk Management, Estate Planning, Employee Benefits, Federal Taxation, and Management Policies at the college level and to peer professionals.



 

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