Capasso Planning Partners is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We strive to bring the family-office advisory model to our clients by creating a team of professionals (CFA®, CFP®, CPA) around you from the start. We work directly with our clients on a fee-only basis and choose to be held to a fiduciary standard.
View Top Employees from Capasso Planning Partners| Website | https://www.capassoplanningpartners.com/ |
| Employees | 20 (20 on RocketReach) |
| Founded | 2018 |
| Address | 56 Broad St Suite 3C, Charleston, South Carolina 29401, US |
| Technologies |
JavaScript,
HTML,
PHP
+17 more
(view full list)
|
| Industry | Financial Services |
Looking for a particular Capasso Planning Partners employee's phone or email?
Capasso Planning Partners Questions
Daniel Callahan is the Partner and Chief Investment Officer of Capasso Planning Partners.
20 people are employed at Capasso Planning Partners.
Capasso Planning Partners is based in Charleston, South Carolina.
Top Capasso Planning Partners Employees
-
View
Daniel Callahan
Partner and Chief Investment Officer at Capasso Planning Partners
Charleston, SC, US11 -
ViewCharlie Capasso
Managing Partner and Senior Wealth Advisor at Capasso Planning Partners
Mount Pleasant, SC, US24 -
35+
-
24
-
4
-
ViewCharlie Capasso
Managing Partner and Senior Wealth Advisor at Capasso Planning Partners
Mount Pleasant, South Carolina, United States4 -
View
Angel Escobedo
Partner and Senior Wealth Advisor at Capasso Planning Partners
Austin, Texas, United States24 -
1
-
31
-
ViewAndrew Hendricks
Partner at Capasso Planning Partners
Mount Pleasant, South Carolina, United States45+
Related Companies
