Broker Check

Team

 

Avinash Deshpande, CLU, ChFC

Chairman

(732) 613-0005

(732) 613-4822

raj@capitallegacy.net

Avinash (Raj) Deshpande is the Founder and Chairman of “The Capital Legacy, LLC” and has provided sound financial planning for clients since 1978. Raj emigrated from Bombay, India to the United States in 1969 with the goal of...
Read more

Meena Deshpande

Marketing Associate

(732) 613-0005

(732) 613-4822

Meena is an integral part of The Capital Legacy, LLC. Basically, she organizes and helps the other members to maintain the infrastructure of the firm. She also acts as a liaison between the firm and clients which helps to strengthen...
Read more

Rose Marie Viskovic

Office Manager

(732) 613-0005

(732) 613-4822

rose@capitallegacy.net

Rose Marie has been with the firm for over 20 years acting as liaison between the sales team and the clients. She is a knowledgeable resource, supporting individual as well as business clients. She has been working in the financial...
Read more

Linda Katz

Office Manager

Linda graduated from Lafayette College with a degree in Math and chose to pursue a career in finance. Her early career was spent managing both the Domestic and International Portfolio Management Groups at Sanford C. Bernstein & Co. in...
Read more

Debbie Wilkinson

Assistant Manager

Debbie has over 25 years’ experience in the financial industry with much of that time spent with The Depository Trust and Clearing Corporation (DTCC) in New York where she held various positions in Corporate Communications, Corporate...
Read more