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    Capital Planning Advisors

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    Description

    • Family, Business & Legacy Wealth AdvisorsBased in Roseville & Walnut Creek, Capital Planning Advisors is a Registered Investment Advisor (RIA) providing affluent families, individuals, businesses and institutional clients with wealth management, business succession planning and comprehensive financial planning services.Services offered through Capital Planning Advisors, LLC, a Registered Investment Adviser. 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. This website is solely for informational purposes. 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.
    • location

      Headquarters:1420 Rocky Ridge Drive Suite 140, Roseville, California, United States

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    • Capital Planning Advisors phone

      Phone Number: +1 916-286-7650

    • Capital Planning Advisors website

      Website: https://www.capitalplanningadvisors.com

    • Capital Planning Advisors employees

      Employees:16

    • Capital Planning Advisors revenue

      Revenue:$1 - 10M

    • Capital Planning Advisors legal name

      Legal Name:Capital Planning Advisors

    • Capital Planning Advisors's Social Media

      Capital Planning Advisors linkedin Capital Planning Advisors facebook
    • done Is this data correct?

    • |  NAICS Code: 541219  |

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    Person level website identification

    CEO for Capital Planning Advisors

    Jim Wilson

    Partner And Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Brian Pretti

    Partner And Chief Investment Officer

    Jason Bell

    Partner And Chief Investment Officer

    George Sutcliffe

    Vice President Of Operations

    Jim Mccarthy

    Portfolio Manager, Vice President Of Investment Research

    Terry Chiu

    Portfolio Manager, Vice President Of Investment Research

    Frequently Asked Questions regarding Capital Planning Advisors

    • Where are Capital Planning Advisors's Headquarters?

      Capital Planning Advisors's Headquarters are in 1420 Rocky Ridge Drive Suite 140,Roseville,California,United States

    • What is Capital Planning Advisors's phone number?

      Capital Planning Advisors's phone number is +1 916-286-7650

    • What is Capital Planning Advisors's official website?

      Capital Planning Advisors's official website is https://www.capitalplanningadvisors.com

    • What is Capital Planning Advisors's Revenue?

      Capital Planning Advisors's revenue is $1 - 10M

    • What is Capital Planning Advisors's NAICS code?

      Capital Planning Advisors's NAICS code is 541219

    • How many employees are working in Capital Planning Advisors

      Capital Planning Advisors has 16 employees

    • What is Capital Planning Advisors's Industry?

      Capital Planning Advisors is in the industry of Financial Services

    • Who is Capital Planning Advisors's CEO?

      Capital Planning Advisors's CEO is Jim Wilson

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