Capitalis Planning Partners
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.
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Verified contacts
9
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- LS
Lauren Sims
Director of New Business · Sales & Business Development
EmailPhone - NR
Nathan Richardson
Client Experience Specialist · Customer/Client Service
EmailPhone - JS
Jason Sterrett
Partner · General Business & Management
EmailPhone - GM
Grant Meyer
Private Wealth Advisor · Finance & Accounting
EmailPhone - AO
Allison Ogle
Client Experience Specialist · Customer/Client Service
EmailPhone - SH
Sophie Holbrook
Associate Advisor · Finance & Accounting
EmailPhone - DH
David Hise
Partner, Chief Operating Officer · General Business & Management
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Capitalis Planning Partners
7 distinct titles indexed · top 7 shown.
- 2client experience specialist
- 1associate advisor
- 1director of new business
- 1financial planning coordinator
- 1partner
- 1partner, chief operating officer
- 1private wealth advisor
Sign up to unlock all 9 contacts at Capitalis Planning Partners
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 9 verified contacts at Capitalis Planning Partners
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