Capasso Planning Partners

Capasso Planning Partners

Financial Services 56 Broad St 4 employees
Employees
4
Contacts
1
Emails
1
capassoplanningpartners.com LinkedIn

Capasso Planning Partners Overview

Headquarters
56 Broad St
Website
capassoplanningpartners.com
Industry
Financial Services
Employees
4
Founded
2018
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Fee-Only Financial Planning Retirement Planning Young Professionals Risk Management Estate Planning Investment Management Comprehensive Financial Planning Wealth Management Government Pensions

About Capasso Planning Partners

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.

Capasso Planning Partners Contact Details

People in AeroLeads
2
With contact data
1
Email contacts
1
50.0% coverage

Capasso Planning Partners Org Chart

Sample employees and titles
Name Title Contact
Moira Embrey Operations Manager
Email
Michael O'connor, Cfp® Financial Advisor and Certified Financial Planner at Capasso Planning Partners
View

Employees by Management Level

Manager 2 profiles
Individual contributor 2 profiles
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
Operations 2 2 0
Executive 1 1 0

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