Capasso Planning Partners
Capasso Planning Partners

Capasso Planning Partners Information

Contact top employees from Capasso Planning Partners

Summary

Capasso Planning Partners has been in the industry for 8 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 4. To connect with Capasso Planning Partners employee register on SignalHire.

Organization Website

capassoplanningpartners.com

Phone Number

843-608-8487

Industries

Headquarters Location

56 Broad St, Charleston, South Carolina, 29401 US

Employees Size

10-50 employees

Specialties

Fee-Only Financial Planning, Retirement Planning, Young Professionals, Risk Management, Estate Planning, Investment Management, Comprehensive Financial Planning, Wealth Management, Government Pensions

Founded

2018

Employees Turnover 4 quarter 2025

Length of Employment
arrow
Employee tenure at Capasso Planning Partners shows a diverse range of experience levels:
17% for 1–2 years33% for 3–4 years50% for 5–7 years
Contact top employees from Capasso Planning Partners
Charlie Capasso
Owner & Managing Partner
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Chris Bailey
Managing Tax Director
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Michael OConnor
Senior Wealth Advisor
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Moira Embrey
Operations Manager
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Lauren Brotherson
Wealth Management Associate
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FAQ

Capasso Planning Partners operates in the Finance industries. More details can be found on the official website: capassoplanningpartners.com.
The headquarters of Capasso Planning Partners are located in Charleston, United States.
You can contact Capasso Planning Partners by phone at 843-608-8487.
Capasso Planning Partners currently employs 10-50 people.

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