Hey, I’m Pamela Capalad. I’m a Certified Financial Planner™ and I’ve been in the financial services industry for over 8 years, and spent a lot of those years at wealth management firms (if you’re really curious where, check out my LinkedIn). I'm the owner of Brunch & Budget, where we have a meal and talk about your finances. I'm based in Brooklyn, NY and serve clients virtually across the country.
I'm here to help you get to that place in your life. You know that place. That place where you close your eyes and feel perfectly at peace and energized all at the same time. That place where you know you’re at your best, that you were somehow built for this, this thing you’re doing that you can’t believe you get to spend your life doing.
Life isn’t about cringing every time you run your credit card through a cash register or dodging calls from bill collectors. It’s not about the next paycheck, next rent check, next job, next in line. Life is about finding your why.
So here’s the deal – you have the why, I have the how. Whenever you're ready, I'll be here to help you figure out how to get there.
Beyond Budgeting: How to Put Together a Financial Plan You’ll Actually Use
Financial planning isn't about spreadsheets, graphs, or charts, it's about getting to the root of what you really value and learning how to use money as a tool!
How to Quit Your Job and Go Full Time Freelance
In this workshop, we'll talk about the financial steps you can take to so you're ready to make the leap to freelance.
How to Start Investing - Even if You've Never Done it Before
Learn investment basics, how to tie your investments to your goals, which types of investment products to consider, and how to actually read your investment statement.
Beyond Budgeting with Mint: How to Automate your Finances and Build Real Wealth
Join Brunch & Budget and special guest Kimmie Greene of Mint in learning how to use money as a tool to help you reach your financial goals and live your best life.
Goals, Guts, and Glory: How to Put Together a Financial Plan You'll Actually Use
Financial planning doesn't have to be scary. Join Levo League in a workshop to learn how to use money as a tool to help you reach your goals.
How to Tackle Your Debt and Still Have a Life
Learn different strategies for handling debt, rebuilding credit, saving, and paying down debt in a way that works for you.
How to Take the Leap from Full Time Job to Full Time Freelance
About 1 in 3 Americans is currently freelancing or a small business owner. By 2020, they estimate that number will grow to 40%. THAT'S INSANE! AND AMAZING!
How to Build and Protect Your Wealth
This workshop will help you figure out how to start thinking about your income as a tool to build wealth and help you create a family legacy that lasts beyond your lifetime.