Personal
Philip was born in Brooklyn, NY. His parents were Italian immigrants who came to the US for economic opportunity. He learned the value of saving at a young age, and this paved the way for his professional life. Making a career out of financial planning has allowed him the opportunity to provide individuals and families with what his parents were searching for upon their arrival, a life of financial security and prosperity for future generations.
Phil is currently a proud resident of Colts Neck, NJ. He loves spending time with his wife, Lynn, and two sons, Ethan and Jason. He also enjoys hanging out with his beloved dog, Enzo.
When he's not working, you'll likely find him out on the golf course, skiing, or playing hockey with friends.
Professional
Philip Cappelleri has been part of the financial services industry since 1989.
He is a graduate of Pace University with a Bachelor of Science degree in Business Management.
Awards and Recognition
Philip Cappelleri
is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
- Million Dollar Round Table Qualifying Member: 2001-2005, 2007
- National Quality Award: 1993-1996, 2000-2004, 2006
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
