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LTC SPECIALIST

Shelly Kapfhammer

CA License No. 0B66067
CLTC, LTCP

Shelly Kapfhammer is the Long Term Care Specialist for the Tax & Financial Group in Newport Beach. Shelly provides training and education to Financial Advisors, Life Insurance Professionals, Property and Casualty Agents, CPAs, and Attorneys on the importance of Long Term Care in their portfolio. She works closely with the group health market on the need for Long Term Care as a health benefit in the workplace, as well as, affinity groups and associations. Shelly also personally sells Long Term Care insurance to the individual and group market.

Shelly began her insurance career in 1995. She has taught continuing education classes for the Orange County Health Underwriters Association (OCHUA), the Orange County Association of Insurance and Financial Advisors (OCAIFA), and the San Diego and Orange County Financial Planning Associations (FPA). She has been a featured speaker for the Association of Life and Health Administrators (ALHA), Newport Beach Chamber of Commerce and Library, the Elder Law Department at Chapman College, and USAA memebers. She also conducts ongoing training for Financial Services Representatives for local banking institutions and Credit Unions.

Shelly received her Associates of Arts degree from Saddleback College in 1980 and was a Certified Property Manager (CPM) for a Commercial Real Estate industry for over 10 years before starting a career in the insurance industry. She has received her LTCP designation (Long Term Care Professional), her CLTC designation (Certified in Long Term Care), and has been a CLTC instructor.

Shelly has been a guest speaker on the Los Angeles radio station 99.3 KCLA. She resides in Newport Beach and is very active in the support of women business owners and women in sports. Shelly is a member of the American Association for Long Term Care Insurance. She also received her pilots license in 1992.

LTC SPECIALIST

Shelly Kapfhammer

CA License No. 0B66067
CLTC, LTCP

Shelly Kapfhammer is the Long Term Care Specialist for the Tax & Financial Group in Newport Beach. Shelly provides training and education to Financial Advisors, Life Insurance Professionals, Property and Casualty Agents, CPAs, and Attorneys on the importance of Long Term Care in their portfolio. She works closely with the group health market on the need for Long Term Care as a health benefit in the workplace, as well as, affinity groups and associations. Shelly also personally sells Long Term Care insurance to the individual and group market.

Shelly began her insurance career in 1995. She has taught continuing education classes for the Orange County Health Underwriters Association (OCHUA), the Orange County Association of Insurance and Financial Advisors (OCAIFA), and the San Diego and Orange County Financial Planning Associations (FPA). She has been a featured speaker for the Association of Life and Health Administrators (ALHA), Newport Beach Chamber of Commerce and Library, the Elder Law Department at Chapman College, and USAA memebers. She also conducts ongoing training for Financial Services Representatives for local banking institutions and Credit Unions.

Shelly received her Associates of Arts degree from Saddleback College in 1980 and was a Certified Property Manager (CPM) for a Commercial Real Estate industry for over 10 years before starting a career in the insurance industry. She has received her LTCP designation (Long Term Care Professional), her CLTC designation (Certified in Long Term Care), and has been a CLTC instructor.

Shelly has been a guest speaker on the Los Angeles radio station 99.3 KCLA. She resides in Newport Beach and is very active in the support of women business owners and women in sports. Shelly is a member of the American Association for Long Term Care Insurance. She also received her pilots license in 1992.

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With Us.

Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

Contact Us

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity