Leadership

Gaetano "Guy" Scalzo, ChFC® President & CEO

BIOGRAPHY

Guy Scalzo is the President and CEO of Claremont Financial Group, bringing a commitment to integrity, clarity, and client empowerment. A Chartered Financial Consultant® with Series 66 and Series 7 licenses, Guy has built a reputation for delivering thoughtful, technically sound guidance. He joined CFG in 2018 and quickly became a trusted advisor. Guy holds a degree in Business Administration with a concentration in Financial Management from California State University Fullerton. His approach blends analytics with a warm, communicative style that helps clients make confident financial decisions.

Operations & Client Experience

Bruce Davidson

CCO & Operations Specialist

Bruce Davidson oversees compliance and operational integrity at CFG. With industry experience dating back to 1998, Bruces aims that every transaction, income distribution, and insurance process meets the highest standards of accuracy and regulatory alignment.. His attention to detail and deep operational knowledge are foundational to CFG’s trusted reputation.

Shannon Wallace

Executive Assistant

Shannon Wallace has supported CFG clients and advisors since 2008, bringing over 18 years of executive-level administrative experience. Her background includes tenure at PIMCO, and her dedication to service excellence supports her goal that every client interaction is handled with care, professionalism, and efficiency.

Sydney Jones

Administrative Assistant

Sydney Jones joins Claremont Financial Group as Administrative Assistant, bringing years of experience in professional administrative support. Known for her dedication to client service, Sydney looks forward to being a friendly and reliable resource for every client and family we serve.

Senior Consultant

Gaetan Scalzo

Senior Consultant

Gaetan Scalzo brings more than 30 years of experience in independent financial consulting and firm leadership. As the former President & CEO of Claremont Financial Group, he played a central role in establishing the firm’s values, planning philosophy, and enduring client‑first culture. Gaetan now serves in a background, strategic capacity, offering institutional perspective that reinforces stability and consistency in the firm’s long‑term direction. He remains available as a trusted resource to Guy Scalzo, providing measured, as‑needed perspective shaped by the firm’s history.

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Claremont Financial Group, Inc. ("CFG") is a registered investment advisor with the U.S. Securities and Exchange Commission ("SEC"). Certain advisory persons of CFG are also registered representatives of Capital Investment Group, Inc., an independent broker-dealer and member of FINRA and SIPC ("CIG"). CFG and CIG are not affiliated. An advisory person of CFG may, in one's individual capacity as a registered representative of CIG, offer securities through CIG where commissions are earned. CFG does not earn ongoing advisory fees for any securities implemented through CIG.
Capital Investment Group, Inc.; 100 Six Forks Road, Ste. 200, Raleigh, NC 27609 (919) 831-2370 