

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
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 yearsContact top employees from
Capasso Planning Partners
Charlie Capasso
Owner & Managing Partner
Chris Bailey
Managing Tax Director
Michael OConnor
Senior Wealth Advisor
Moira Embrey
Operations Manager
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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