Contact Information
Detailed Information
71/100
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Estate planning +6Verified profile +8
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Pamela Capalad, CFP, AFC, is the founder of Brunch & Budget, a fee-only financial planning practice in Brooklyn that she started in 2015. She has worked in financial services since 2008 and built her firm to make planning approachable for people who feel anxious about money, with a focus on helping communities of color build generational wealth. Capalad and her team are fiduciaries, paid only by clients, and she structures engagements to keep planning affordable. She is well known for blending financial education with accessible, judgment-free conversations, including work that connects money and culture. Her practice combines budgeting, debt, and long-term planning with ongoing coaching rather than one-time advice.
Source: compiled from public professional records. Verify registration on the SEC IAPD database. If you are this advisor, you can claim or request removal of this profile using the links above.
Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method
Fee-Only