Company

Capitalis Planning Partners

Financial Services 400 W. Market St. 8 employees

Employees: 8
Contacts: 3
Emails: 3
Phones: 1

cpp.nm.com LinkedIn

Capitalis Planning Partners Overview

Headquarters: 400 W. Market St.
Website: cpp.nm.com
Industry: Financial Services
Employees: 8
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Louisville

About Capitalis Planning Partners

Through careful planning, we help you set financial goals, anticipate obstacles, overcome challenges, pursue dreams, and prepare for valuable opportunities. It all starts with thinking deeply about what you value, where you are, and where you want to go—and we’re here to guide you every step of the way.

Capitalis Planning Partners Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 1; 33.3% coverage

Capitalis Planning Partners Org Chart

Sample employees and titles

Name	Title	Location	Contact
Grant Meyer, Mba, Cfp®, Chfc®, Ricp®	Private Wealth Advisor @ Capitalis Planning Partners - Specializing with Tech Professionals, Entrepreneurs, and Physicians	Louisville, Kentucky, United States	Email
David Hise	Partner, Chief Operating Officer	Louisville Metropolitan Area, United States	Email Phone
Nathan Richardson	Client Experience Specialist	Prospect, Kentucky, United States	Email