Capasso Planning Partners

www.capassoplanningpartners.com

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, Esq.) 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.

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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, Esq.) 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.

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Country

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State

South Carolina

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City (Headquarters)

Charleston

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Employees

11-50

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Founded

2018

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Social

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Potential Decision Makers

  • Managing Partner and Senior Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Partner and Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Operations and Compliance Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Partner

    Email ****** @****.com
    Phone (***) ****-****

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