Capital Planning Advisors Information
Contact top employees from
Capital Planning Advisors
Summary
Family, Business & Legacy Wealth Advisors
Based in Roseville & Walnut Creek, Capital Planning Advisors is a Registered Investment Advisor (RIA) providing affluent families, individuals, b...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Wealth Management, Business Succession/Exit Planning, Financial & Estate Planning, Qualified Retirement Plans, Investment Management, ESOP's, Alternative Investments, Life Insurance, Disability Insurance, Long-Term Care Insurance, Financial Planning, Retirement Plans, 401K
Founded
2006
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Capital Planning Advisors shows a diverse range of experience levels:
8% have been with the company for less than 1 year8% for 1–2 years8% for 3–4 years15% for 5–7 years23% for 8–10 years38% have over 11 years of service at Capital Planning AdvisorsContact top employees from
Capital Planning Advisors
Lisa Goudy
Client Operations
George Sutcliffe
Vice President of Operations
Larry Hansen
Founder
Abraham Garcia
Wealth Advisor
Jim Wilson
Partner & CEO
Jim McCarthy
Portfolio Manager, Vice President of Investment Research
Angelica Powell
Customer Service Specialist
Terry Chiu
Portfolio Manager, Vice President of Investment Research
Jason Martin PPC
Director of Retirement Plans
Michael Sollazzo
Partner & Wealth Management Counsel
Anthony Okun
Wealth Advisor
Melanie Sorensen
Operations Assistant
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FAQ
Capital Planning Advisors operates in the Financial Services industries. More details can be found on the official website: capitalplanningadvisors.com.
The headquarters of Capital Planning Advisors are located in Roseville, United States.
Capital Planning Advisors currently employs 10-50 people.
