Management

Delivering exceptional service and business development guidance since 1998.

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Contact Info

4400 MacArthur Blvd, Suite 850
Newport Beach, California 92660
888.277.1974

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Capital Synergy Partners (CSP) management team has more than 100 years experience in the insurance and securities industries. Our combination of established operations and personal production skills enable our team to deliver exceptional service and business development guidance to our advisors.

Bill Rapp, MBA
President, Chief Operating Officer and Chief Compliance Officer
Bill Rapp is the President, Chief Operating Officer and Chief Compliance Officer of Capital Synergy Partners. He is a Registered Investment Advisor and holds his series 6, 63, 7, 24, 51 (529 plans principal), 53 (municipal securities principal), 79, and 99 Securities Registrations. Bill has worked with high net worth individuals and closely held businesses since 1980 and has a proven track record of leadership in the Securities and Life Insurance industries. Bill is responsible for the general management of the firm, compliance policies and procedures, SEC, FINRA and State Regulatory Agency interface, product selection and due diligence, business processing and compliance review systems design and oversight. Bill is actively involved in registered representative relations and is available for case design and practice development assistance.


Stephen Ripic
Options Principal and Compliance Officer
Stephen Ripic is the Options Principal and a Compliance Officer for Capital Synergy Partners. He holds series 4, 6, 7, 24, 63, and 65 Securities Registrations as well as a Life Insurance License. Steve has over 16 years of experience in financial services providing comprehensive assistance to high net worth individuals and closely held businesses. In addition to his responsibilities as the Capital Synergy Partners Options Principal, Steve assists the compliance team in reviewing and approving general Securities, Direct Participation Products, Variable Life and Annuities, Mutual Funds and Qualified Retirement Plan transactions. Steve has worked closely with the Capital Synergy Partners management team since 2000.