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Capasso Planning Partners Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

Capasso Planning Partners is a registered investment advisory firm that provides financial planning and wealth management services. It aims to deliver a family-office style experience by organizing a team of professionals—including a CFA, CFP, and CPA—around clients from the outset. The firm operates on a fee-only basis and commits to fiduciary standards.

Based in Charleston, South Carolina, the firm serves clients seeking comprehensive, objective financial guidance within the financial services industry. In May 2026, Capasso Planning Partners announced a partnership with Dynamic Advisor Solutions, expanding its national network.

Find Capasso Planning Partners employees' phone numbers or email addresses

Capasso Planning Partners Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Capasso Planning Partners's Leadership

  • Stylized image of a person
    S. C.
    Partner
    Mobile Phone

Capasso Planning Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Capasso Planning Partners

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. C.
    Partner
    Mobile Phone
    Jun 03, 2026

Frequently Asked Questions

What is Capasso Planning Partners known for?

Minus sign iconPlus sign iconCapasso Planning Partners was founded in 2018 operates in the Financial Services industry. Explore Capasso Planning Partners's company overview page for more information.

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

Minus sign iconPlus sign iconCapasso 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?

Minus sign iconPlus sign iconCapasso Planning Partners has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, Capasso Planning Partners's key employees include:

  • Partner: S. C.

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