Broker Check
Gene Griffin, CFP®

Gene Griffin, CFP®


Gene Griffin has been involved in the financial service industry for the past 34 years. In 1987 he founded Capital Planning Systems, Inc., a corporation dedicated to providing the latest in comprehensive financial planning services. Today, Capital Planning Systems, Inc. is best recognized for its team approach to helping clients achieve their long-range financial goals. Gene’s team is comprised of highly motivated professionals who understand that the foundation of any great company is rooted in service.  Knowledge and experience is the key to providing value to those with whom he is engaged.    

Gene completed four years at the University of North Carolina, Chapel Hill and later, through the College for Financial Planning, fulfilled the requirements to become a Certified Financial Planner Practitioner. He has held this mark of quality for nearly twenty years. Gene is a Registered Financial Consultant. He is licensed as a Registered Representative and is an Investment Advisor Representative.      

Gene has been married for 40 years to his wife Dona, and together they have five children and five grandchildren.  He greatly enjoys a variety of family activities such as white water rafting, scuba diving, mountain biking and spending time together. Gene’s feelings for his family run deep and he realizes there is no amount of success that can compensate for failure in the home.     

In addition to working in his financial planning practice, Gene is very active in his Church and Scouts.  He is the proud Father of three Eagle Scouts. One of the most challenging activities of Troop  405 came when he was Scout Master. He and the boys, along with a couple of the fathers and mothers biked across the entire State of Indiana. Over the past few years he has found joy in his Church’s prison ministry at the Wabash Valley Correctional Facility where he has seen lives changed by the Gospel of Jesus Christ.

One of Gene’s favorite quotes is by Joseph Conrad… “To have their Path made clear for them is the aspiration of every human being in our beclouded and tempestuous existence.” And, that is Gene’s mission at Capital Planning Systems.  He says…To light the way for those who are seeking a sound financial future has been a fulfilling endeavor, whether it be spouse, family, friend or associate.

CLICK HERE to view a video about Gene Griffin.