Meet the professionals who can help you pursue your goals

We help individuals and families pursue their ideal retirements.

Meet the Team

Founded in 1993 by Paul Reback, Capital Estate Advisors, Inc., located in New York City, is an independent Registered Investment Advisory (RIA) firm with securities transactions handled through our custodian, Charles Schwab Corporation. We provide expertise in asset management, estate planning, wealth preservation and growth.

Paul and his team proudly believe that the key to the firm’s success with a wide spectrum of clients is evidenced by their long-term relationships with clients and their clients’ enthusiastic referrals of family, friends and associates — people who likewise wish to both grow and protect their assets. The firm’s uniquely personal approach begins by listening carefully to the client’s needs and goals. The CEA team becomes deeply engaged and involved helping each client identify and realize his or her intentions in both the near and long term.

This is a very personal business, and continued financial success begins with strategies specific to you. Clients may be experiencing a major life transition, selling a business, buying property, anticipating retirement, intent on helping their adult children or sending their grandchildren to college, eager to take more time to travel or otherwise enjoy life, and we’re here to help make sure their money will always be there to support their intentions and dreams.

Capital Estate Advisors consults and coordinates activities with attorneys, accountants, trust officers, pension and 401(k) specialists, and investment bankers as necessary and appropriate. The Capital Estate Advisors support team oversees all client services, sales, marketing and digital initiatives. Collectively, they have tremendous depth and knowledge of financial services, business development, technology and digital expertise.

“He who gives when he is asked has waited too long.” – Lucius Annaeus Seneca

I’ve found in life I often make use of my friends’ professions. For instance, if one of my friends is a doctor, that’s who I’ll ask whenever I have a medical question. If one of my friends is a mechanic, it’s who I turn to when my car breaks down.

As a financial advisor, sometimes my friends come to me. Whether it’s on the street or at a party, I get a lot of questions. Some people ask if it’s a good time to invest in the markets, or if they should be sticking their money under a mattress. Others want to know about the economy. But whatever their questions, they look to me for help. And why not? That’s what friends do.

Lately, I’ve been thinking about how to be a good friend. When I read the quote above, it hit me: If helping is what friends do, why wait to be asked? Why not extend help instead?

I run a company geared toward helping people with their investments. In fact, part of the reason I first got into the financial services business was to help people. Whether it’s getting the most out of their money or protecting assets from market loss, helping people is my passion. My job is the means through which I pursue it. And though it’s often said that your business life and personal life should be kept separate, I’m of the belief that you should be equally passionate about both.

So, if helping people is my business and my business is my passion, and if helping friends is what friends do — see the pattern?

You can always come to me if you have a question. From time to time, I am going to share things that I think you will find valuable. What kind of things? Personal finance tips, how to plan for retirement — maybe even a little bit on investing. It’s a complicated world we live in, and our financial health has never been more crucial. Sometimes it can seem daunting, reaching for success while avoiding mistakes, but it can be done. I am here to help in any way I can.

All the best,
Paul

Letter From the President
Paul-Reback-headshot

Paul Reback, CFP® Founder and President

Paul Reback, founder and president of Capital Estate Advisors, Inc. has been enabling clients to achieve their financial goals and live their dreams for the past 30 years. Capital Estate Advisors, Inc. is a Registered Investment Advisory Firm (RIA) located in New York City.

Paul is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional and brings a unique level of listening across the desk or through the phone to each and every client interaction. With this kind of intense listening, he often hears what is not being said by individual clients, partners, stockholders or between two halves of a couple with different agendas and risk tolerances. In addition to finding solutions to all financial challenges and helping people meet their goals and make sure they will never outlive their money, Paul is notable for his willingness and ability to help clients in other areas of their lives with advice, counsel, connection to one or more of the other professionals in his extensive network, and any other resources.

Paul received his CFP® designation from Adelphi University. He has been a guest lecturer at the American Institute of Certified Public Accountants and has taught continuing professional education courses for CPAs.

A popular media resource, Paul has appeared on various radio and television talk shows, including Bloomberg Television, speaking on finance as well as investment, estate and retirement planning. He has given many public talks and seminars to attorneys, physicians, stress management consultants and numerous other client advisors. He is a dynamic and entertaining speaker, adept at making complex financial choices clearly understandable.

Paul enjoys helping women entrepreneurs and professionals, as well as women emerging from a divorce or the death of their spouse. He is adept at working with family-owned businesses and has written a whitepaper and prepared seminars for Dr. Steven Moyer’s prestigious Network of Family Businesses, among others.

Paul believes clients should be informed and proactively involved in their financial affairs. To that end, he keeps clients continually aware through ongoing client conversations and timely reviews. Of course, the best advice is not productive without action. After developing strategies based on your specific wants and needs, Paul implements them, working through Charles Schwab & Company as his custodian.

For relaxation, Paul, an accomplished drummer, performs with his classic rock group, “Power,” at various clubs and other venues. As another way to give back, Paul serves as a trustee with the Free and Accepted Masons of the State of New York. He has served as a board member with Samaritan Foundation, a nonprofit organization that supports community-based substance abuse services, including special services for the homeless, veterans, women and the mentally challenged. He has performed at fundraisers for the benefit of the Fire Department of the City of New York (FDNY) on September 11. Paul has served as a trustee and board member of The Bronx Museum of the Arts.

Additional Staff

Ralph Primavera

Director of Investments

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