Capasso Planning Partners
Financial ServicesView the employees at
Capasso Planning Partners-
Dan Callahan, CFA Partner & Chief Investment Officer
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Charleston, South Carolina Metropolitan Area
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Rising Star
Moira Embrey Operations Manager at Capasso Planning Partners-
Kingsland, Texas, United States
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Rising Star
Chris Bailey, CPA Managing Tax Director-
Top 10%
Overview
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.
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