Charlie Capasso Email & Phone Number

Charlie Capasso, based in Mount Pleasant, SC, US, is currently a Managing Partner and Senior Wealth Advisor at Capasso Planning Partners, bringing experience from previous roles at Lake Tahoe Wealth Management, Inc., Detterbeck Wealth Management, Morris Financial Concepts and Secure Financial Services, Inc. Charlie Capasso holds a 1999 - 2004 Bachelor’s Degree in Finance @ University of Vermont. With a robust skill set that includes Retirement Planning, Estate Planning, Strategic Financial Planning, Asset Allocation, IRAs and more, Charlie Capasso contributes valuable insights to the industry. Charlie Capasso has 2 emails and 1 mobile phone number on RocketReach.