Serving the Financial Services Industry since 1949


Charles Capo, CLU CHFC, a Military Veteran (Dec.), founded his Financial Services Practice in 1949.

Specializing in financial risk and asset management for families getting their “lives” back together after the World Wars’, he built a career of service to those who have served our Country – as their trusted financial advisor.

His business philosophy of “Gather. Educate. Implement” positioned him for success as he pursued his entrepreneurial vision of becoming a comprehensive financial and “life” resource to Veterans, their families and close friends.

Veterans Banker is the modern day form of what Charles Capo envisioned back in 1949. David Capo, his son, successor and Founder of Puzlink, LLC, committed the resources of the company to make Veterans Banker come to life in this modern age. Make us better

As way of additional history, we thought you would find interesting a timeline of events. It will provide you with perspective on where we came from and what was experienced along the way.

Thank you for showing interest in the history of Veterans Banker and those we support. We look forward to your future correspondence. Let’s talk


  • Anne Frank goes into hiding
  • Dewey defeats Truman
  • Hiroshima and Nagasaki bombed
  • CBS demonstrates the first color television
  • Pearl Harbor attacked
  • Winston Churchill's iron curtain speech
  • “Superman” radio show
  • Charles Capo’s Financial Services Practice Founded


  • Castro becomes dictator of Cuba
  • Disneyland opens
  • Elvis Gyrates on Ed Sullivan's show
  • First modern credit card introduced
  • Hillary and Norgay climb Mount Everest
  • Ray Kroc opens his first McDonald’s
  • “Laika” the Dog Goes into space
  • Legos first introduced
  • Segregation ruled illegal in U.S.


  • Beatles become popular in the U.S.
  • Berlin Wall
  • First James Bond movie
  • Charles Manson and his "family" kill
  • Muhammad Ali becomes heavyweight champ
  • First man on the Moon
  • Martin Luther King Jr. assassinated
  • Vietnam War
  • Woodstock Music Festival


  • Watergate scandal
  • First test-tube baby born
  • Jonestown massacre
  • Microsoft founded
  • M*A*S*H T.V. show premiers
  • Munich Olympics massacre
  • Saturday Night Live premiers
  • Tangshan earthquake
  • Start Wars movie released
  • Terracotta Army discovered in China


  • Berlin Wall falls
  • Chernobyl
  • Exxon Valdez oil spill
  • Huge poison gas leak in Bhopal, India
  • Mt. St. Helens erupts
  • Reagan assassination attempt
  • Personal computer introduced
  • Tiananmen Square massacre


  • Columbine massacre
  • Oklahoma City bombing
  • Sheryl Crow album banned from Walmart
  • Princess Diana Dies in Car Crash
  • Rwandan Genocide
  • Waco Cult Compound Raided
  • Ebay
  • President Clinton impeached
  • OJ Simpson Trial
  • David Capo Enters the Financial Services Industry
  • Charles Capo passes away
  • David Capo Becomes Successor to Father’s Practice


  • September 11 Attack
  • Financial markets collapse
  • SARS
  • Barack Obama elected
  • Human Genome mapping
  • Britney Spears
  • Gazprom Gas Giant crisis
  • Iphone
  • Google
  • Social Media
  • Puzlink, LLC is Founded by David Capo
  • Veterans Banker Concept is Born
  • Veterans Banker Concierge Services Concept is Born


  • BP Oil Rig Explodes
  • Lance Armstrong Exposed
  • Osama Bin Laden Killed
  • NASA Shuttle Retired
  • Google Glass
  • Iraq war is declared over
  • Piece of art sold for $120 million dollars
  • Benghazi
  • Hurricane Sandy
  • 3D Printing
  • ObamaCare
  • Crimea Crisis
  • Amy Schumer becomes comedian sensation
  • Donald Trump runs for President
  • Puzlink adds Veterans Banker to its stable of holdings
  • VeteransBanker.com is complete
  • Veterans Banker funding outlets secured
  • “Concierge Services” becomes integral part of Veterans Banker offerings