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, CFP®

Founder

Learn More

Ralph Primavera

Director of Investments

Learn More

Miriam Zambrano

Director of Operations

Learn More

Ready to Take the Next Step?

For more information about any of our products and services, schedule a meeting today.

Schedule a Meeting

Or give us a call at 212.489.8443.