Betty DeFazio

There is no Batman without Robin, Jobs without Wozniak, Gates without Allen, or Shaq without Kobe. Without Betty, there would be no CAPitalize Your Finances.

Betty has been with the CAP in CAPitalize since the beginning. After years at Russell Investments, she took a break from the world of finance, but shortly thereafter met Chris at a Starbucks and the rest is history. Before joining CAPitalize Your Finances, the two were Lucia Capital Group’s dynamic duo. In her first five years, she was instrumental in growing the size of the business.

Betty’s roles are never-ending but her primary roles are scheduling everything administrative, serving CAPitalize Your Finances incredible clients, and managing the office.

Betty is the first face you’ll see when you walk through CAPitalize Your Finances’ doors and the first voice you’ll hear when you call into the CAPitalize Your Finances’ office.