Capasso Planning Partners
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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Verified contacts
5
available on Kipplo
LinkedIn employees
4
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
8
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- MO
Michael Oconnor
Senior Wealth Advisor · Finance & Accounting
EmailPhone - CB
Chris Bailey
Managing Tax Director · Finance & Accounting
EmailPhone - ME
Moira Embrey
Operations Manager · Operations
EmailPhone - LV
Lauren Villalobos
Wealth Management Associate · Finance & Accounting
EmailPhone - CC
Charlie Capasso
Owner & Managing Partner · General Business & Management
EmailPhone
Showing 5 of 5 verified contacts
Top roles at Capasso Planning Partners
5 distinct titles indexed · top 5 shown.
- 1managing tax director
- 1operations manager
- 1owner & managing partner
- 1senior wealth advisor
- 1wealth management associate
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