Casey L. Morris, CFP®

cmorris@capstonepacificinc.com


Casey graduated from California State University, Fullerton with a Bachelors in Human Communication Studies and a minor in Business Administration.  Casey has had a long time interest in the business and brought her passion for investing, financial planning and helping others to our team in 2008.


Casey brings a fresh perspective to an established clientele.


When not working, Casey enjoys playing soccer, travelling and spending time with her husband and their two Labradors.

B.S. University of Nebraska
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®
Chartered Life Underwriter®
Accredited Investment Fiduciary®

Bryce B. Pease, CFP®

bpease@capstonepacificinc.com

President, CEO, CCO


After more than 35 years of working for big companies, and then smaller broker/dealers, Bryce became convinced that the best way to serve clients was with a private and locally owned company -- so in 2011 he founded Capstone Pacific.


For Bryce, the biggest honor is that he continues to work with clients from his first few years in the business.


Bryce's articles and interviews have been featured in the San Gabriel Valley Tribune, the Pasadena Star News and the Whittier Daily News.  In his free time he enjoys travelling, playing racquetball and spending time with his wife of 41 years, his two daughters and his grandchildren.

Norman Blieden, CPA

nblieden@capstonepacificinc.com


Norman is the most recent addition to our team, joining in 2009.  His office is located in Arcadia where he conducts his CPA business.  Norman Blieden holds a CPA certificate from the State of California and is also a member of the American Institute of Certified Public Accountants.  He was born in South Africa and immigrated to the USA in 1979.


He was a Chartered Accountant in South Africa and graduated from the University of The Witwatersrand, Johannesburg, with majors in accounting and taxation.  Norman is passionate about golf, tennis and hiking.  He has a particular interest in antique automobiles.

About Capstone Pacific

Staff

info@capstonepacificinc.com


For 27 years Cheryl, our operations manager, has been responsible for the daily activities and office management.  She keeps our team working efficiently together for what is important to us, our clients.

Meet Our Team

After decades with broker/dealers we took the next step in independence and launched Capstone Pacific Investment Strategies, Inc., a privately owned and independent registered investment advisor.

 

This was a major milestone for us that not only represents our continued growth and development as a firm, but also our commitment to our clients to deliver what we believe are the best possible financial solutions in these very turbulent economic times.


Capstone Pacific was established for you, our client.


Jon Teran, CFP®

jteran@capstonepacificinc.com


When Jon came to work for Bryce in 1998, it didn't take long for him to see the value of being on a team that operates with integrity and helps people by providing sound financial advice.


For the last 18 years Jon has contributed to the service of our clients, and in 2011, helped launch Capstone Pacific.


Jon is active in the community through the Covina Rotary and in 2011 was named the Rotarian of the Year.  He also served as the 2014-2015 Covina Rotary President.  When not meeting with clients or doing research, Jon coaches soccer for his three young kids and still finds time to run marathons and paddle out at his favorite surf spots.

CERTIFIED FINANCIAL PLANNER™
B.A. California State University, Fullerton

CERTIFIED FINANCIAL PLANNER™
B.A. Biola University
M.A. Fuller Seminary
M.A. Cal Poly Pomona

Covina Branch Office


We are centrally located between Los Angeles, San Bernardino and Orange County.  Our office is located directly off the freeway, parking is convenient and we are easily accessible on the second floor.


We take great pride in the customer service we provide, which begins with having a qualified associate answering our phones and returning messages in a timely manner.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.