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Capital Performance Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Capital Performance Advisors is a small financial services firm based in Walnut Creek, California. It operates as a fee-only, Registered Investment Advisor and maintains an affiliate relationship with Thomas, Wirig, Doll & Co. The firm provides comprehensive wealth management and attends to clients' broader financial needs, including personal and institutional wealth management, tax planning, estate planning, and retirement planning. It was founded to offer specialized, full-scope financial care to physicians and dentists. Serving within the financial services landscape, the firm emphasizes careful, detail-driven guidance tailored to these professional groups.

Find Capital Performance Advisors employees' phone numbers or email addresses

Capital Performance Advisors Global Highlights

Location
Employees

North America
12

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  • United States Of America
    11
  • Canada
    1

Capital Performance Advisors's Leadership

  • Stylized image of a person
    J.
    Manager
    Mobile Phone

Capital Performance Advisors Employee Metrics

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

Contact profiles from Capital Performance Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J.
    Manager
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Capital Performance Advisors known for?

Minus sign iconPlus sign iconCapital Performance Advisors operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-925-938-****
. Explore Capital Performance Advisors's company overview page for more information.

What is Capital Performance Advisors's most common email format?

Minus sign iconPlus sign iconCapital Performance Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Performance Advisors email formats with LeadIQ.

How many employees does Capital Performance Advisors have currently?

Minus sign iconPlus sign iconCapital Performance Advisors has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Capital Performance Advisors's key employees and leadership?

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As of July 2026, Capital Performance Advisors's key employees include:

  • Manager: J.

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