Our Qualifications

Constance M. Dupras, CAP President, has been a Certified Financial Planner® professional since 1986.  Since then, she has also maintained a MD Inactive CPA license. 

Connie holds the examination designations for FINRA Series 7 General Securities Registered Representative and FINRA Series 24 General Securities Registered Principal. 

As a member of the national Financial Planning Association (FPA)and the FPA of MD, Connie is committed to independent professionalism.

CAP is a small, independent, client-oriented firm that has access to an extensive menu of investment products and services through a Broker Dealer arrangement with H. Beck, Inc.

Connie, a former Peace Corps volunteer and contractor with the U.S. Agency for International Development, firmly believes in helping the community in which she lives and the profession in which she has been successful. Connie has been an active member of the Vienna, VA Rotary Club since 1991 and has played a key role in raising funds to help local and international charities.
Connie networks with other financial services professionals, attorneys and accountants throughout the year and CAP clients benefit from this professional exchange. Connie is a former presenter of tax seminars for the Foreign Service Institute.

Continuing education and in-service training for our staff is an integral part of the CAP effort to provide and maintain the highest quality of service and expertise to CAP clients.

CAP uses education, experience, technology and professional affiliations to provide our clients with access to sophisticated money management alternatives, daily portfolio tracking and web access to account statements, worldwide communications and expertise in financial planning.