Capasso Planning Partners Employee Directory

Q: What is Capasso Planning Partners known for?

Capasso Planning Partners was founded in 2018. Capasso Planning Partners operates in the Financial Services industry.

Q: How many employees does Capasso Planning Partners have currently?

Capasso Planning Partners has approximately 11 employees.

Financial ServicesSouth Carolina, United States11-50 Employees

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.

Find Capasso Planning Partners employees' phone numbers or email addresses

Capasso Planning Partners Global Highlights

North America
12

United States Of America
12

Capasso Planning Partners's Leadership

D. C.
Partner & Chief Investment Officer
Mobile Phone
Email
C. C.
Owner & Managing Partner
Mobile Phone
Email
M. E.
Operations Manager
Mobile Phone
Email
M. O.
Senior Wealth Advisor
Mobile Phone
Email
L. V.
Wealth Management Associate
Mobile Phone
Email
C. C.
Wealth Management
Mobile Phone
Email
M. B.
Operations Department Specialist
Mobile Phone
Email

Contact profiles from Capasso Planning Partners

Name

Title

Contact Info

Location

Last Update

D. C.
Partner & Chief Investment Officer
Mobile Phone
Email
United StatesSouth Carolina
Jan 04, 2025
C. C.
Owner & Managing Partner
Mobile Phone
Email
United StatesSouth Carolina
Sep 21, 2025
M. E.
Operations Manager
Mobile Phone
Email
United States
Nov 20, 2025
M. O.
Senior Wealth Advisor
Mobile Phone
Email
United StatesNew York
Oct 24, 2025
L. V.
Wealth Management Associate
Mobile Phone
Email
United States
Oct 21, 2025
C. C.
Wealth Management
Mobile Phone
Email
UNITED STATES
Sep 21, 2025
M. B.
Operations Department Specialist
Mobile Phone
Email
United StatesTexas
Oct 17, 2024

Frequently Asked Questions

What is Capasso Planning Partners known for?

Capasso Planning Partners was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 56 Broad Street, Suite 3c. Explore Capasso Planning Partners's company overview page for more information.

What is Capasso Planning Partners's most common email format?

Capasso Planning Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capasso Planning Partners email formats with LeadIQ.

How many employees does Capasso Planning Partners have currently?

Capasso Planning Partners has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Capasso Planning Partners's key employees and leadership?

As of December 2025, Capasso Planning Partners's key employees include:

Partner & Chief Investment Officer: D. C.
Owner & Managing Partner: C. C.
Operations Manager: M. E.
Senior Wealth Advisor: M. O.
Wealth Management Associate: L. V.

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