Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.


Meet The Team

The team behind Capital Protection Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.


Ric Pertierra Founder

Ric Pertierra, founder of Capital Protection Group, has been helping retirees and those nearing retirement for over 20 years. His conservative money strategies have helped his clients preserve their assets during recent market corrections. His primary focus is helping those in or near retirement to preserve their wealth, create ample retirement income and provide for the appropriate distribution of legacy assets to heirs. Because of his conservative strategies and wealth preservation focus, a large part of his clientele are mature seniors who are looking to preserve their assets. This has created a particular attention in the firm to understand and identify ways to protect mature seniors from the potential cost of elder care issues. He is the host of a weekly asset preservation radio show called Your Wealth, Your Retirement on several radio stations, including WIOD and WQAM. He has been featured on several English and Spanish TV channels in Dade and Broward counties.

Ric and his wife, Liz, are proud parents of twins Savannah and Lucas. Their pastimes include sailing, running marathons, extensive traveling, seeing their children blossom and enjoying their time with family and friends. Ric takes great pride in working with his clients and their families to help ensure their retirement goals are met.

Steve Carle

Elder Law Attorney

Liliane Clerie

Medicaid Specialist

Gina Massesvalera

Certified Public Accountant

Michael Espinoza

Income Planner

Camile Colas

Mortgage Specialist

Lissette Malagon

Events Director

Danny Vazquez

Office Manager

ready to take

The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 305.373.1070