Capitalis Planning Partners
Financial ServicesView the employees at
Capitalis Planning Partners-
Jason Sterrett CFA, CFP®, CPA Partner, Director of Investments and Operations
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Louisville, Kentucky, United States
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Top 10%
David Hise Partner, Chief Operating Officer-
Louisville Metropolitan Area
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Rising Star
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Overview
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.