Founder
CurrentIn addition to founding Capital Planning Advisors in 2006, I have been advising clients since 1991 with past affiliations including Northwestern Mutual Financial Network, and The Todd Organization as an executive benefit consultant to mid-sized to fortune-sized companies. I graduated with a Bachelor of Science degree in Business Administration from Biola University.Investment Advisory Services offered through Capital Planning Advisors LLC. Capital Planning Advisors LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Capital Planning Advisors LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Capital Planning Advisors LLC unless a client service agreement is in place.