Connie Wiltfong, NSSA® Advisor · Palm Coast, FL

Connie Wiltfong is a trusted Financial Professional at Capstone Planning, LLC in Palm Coast, Florida, bringing over 20 years of invaluable experience in the financial industry. As a Chartered Financial Consultant ® (ChFC®) and a highly skilled tax expert, Connie combines her extensive knowledge of financial planning and tax regulations with a unique perspective gained from her previous career as a critical care nurse. This background not only equips her with the ability to navigate high-stress financial situations but also instills a deep compassion for her clients' well-being. Raised on a farm, Connie embodies the values of hard work and dedication, which she applies in helping individuals and families plan their financial futures and navigate the complexities of retirement and Social Security benefits. Her empathetic approach ensures that each client feels understood and supported throughout their financial journey. When she’s not working, Connie enjoys reading, biking, and creating lasting memories with her grandchildren. Choose Connie Wiltfong for financial guidance that is both knowledgeable and personally tailored to your needs, ensuring a secure and fulfilling retirement.

As a holder of the NSSA® designation in Social Security planning, Connie Wiltfong brings specialized knowledge of Social Security planning to every client relationship.

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