About Our Firm


Our Mission: “To provide you with sufficient information to make intelligent decisions about your own financial affairs.” 



Your Journey: Travel your road to success with us as we navigate through the Millennium of rapidly changing economic conditions, volatile markets, and global interconnectivity. 



Our Goal: To help you reach your goals. Together we can do that! 

Customer Identification: To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

Our Team:

 *Albert F.Coletti CLU, ChFC, RFC-Retired

Chairman of the Board

Acoletti@designcapital.com

Albert F. Coletti is President and Board Chairman of The Design Capital Planning Group, Inc., of Smithtown, NY. The firm is a full service, independent financial planning and management consulting organization specializing in tax, investment, insurance, educational needs, retirement, estate and business planning. In addition, the firm consults in such areas as planned giving, executive compensation and employee benefit planning.

As President of Design Capital, Mr. Coletti currently holds the following designations: Registered Financial Consultant (RFC), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU).

In addition, Mr. Coletti is a nationally published author, noted lecturer and seminar leader on topics related to Financial and Estate Planning, Charitable Planned Giving, Qualified and Non-Qualified Retirement Planning, Asset Preservation, Life Insurance and Investment Management. His commitment to education and the sharing of knowledge in financial industry related organizations is exemplified by his active involvement with the following:



Past President Association of Professional Financial Consultants

Past President L.I. Association for Financial Education

Past President L.I. General Agents & Managers Association

Past President American Society of CLU & ChFC (Suffolk County)

Past Vice President International Assn. for Financial Planning (So. AZ. Chap.)

Past Vice President Independent Broker Dealer Association

Past Vice President Commercial Investment Div-L.I. Board Realtors

Past DirectorInternational Association of Registered Financial Consultants

Past Director Suffolk County Estate Planning Council



SELECTED SPEAKING ENGAGEMENTS:

STANFORD UNIVERSITY, YALE UNIVERSITY, UNIVERSITY OF ARIZONA, LONG ISLAND UNIVERSITY, STONY BROOK UNIVERSITY, CORNELL UNIVERSITY EXTENSION, NEW HAVEN LIFE UNDERWRITERS ASSOCIATION, SUFFOLK COUNTY CLU GRADUATE STUDIES SEMINAR, AMERICAN SOCIETY OF PUBLIC ACCOUNTS AND LONG ISLAND ASSOCIATION, AMONG OTHERS.

Listed in WHO? WHO INTERNATIONALLY, Mr. Coletti has over three decades of experience in Financial and Management Planning. Available for speaking engagements on any subject dealing with the business and financial community pertinent to your program.

 

 

Victoria coletti

Victoria Coletti RFC-Retired

Vcoletti@designcapital.com



Victoria Coletti is a  Registered Financial Consultant with The Design Capital Planning Group, Inc. and President of Design Capital Leasing Corp. Mrs. Coletti has been active in management of financial services enterprises for over 30 years, is an expert in creative financing strategies and serves as Information Technology Supervisor for all Design Capital businesses. She is a member of the Financial Planning Association.  Mrs. Coletti is not licensed for securities or advisory services.        

 

The Staff at Design Capital is committed to helping you make smart decisions about your  money!