Capital Planning Advisors Employee Directory

Q: What is Capital Planning Advisors known for?

Capital Planning Advisors was founded in 2006. Capital Planning Advisors operates in the Financial Services industry.

Q: How many employees does Capital Planning Advisors have currently?

Capital Planning Advisors has approximately 16 employees.

Financial ServicesCalifornia, United States11-50 Employees

Family, Business & Legacy Wealth Advisors

Based in Roseville & Walnut Creek, Capital Planning Advisors is a Registered Investment Advisor (RIA) providing affluent families, individuals, businesses and institutional clients with wealth management, business succession planning and comprehensive financial planning services.

Services offered through Capital Planning Advisors, LLC, a Registered Investment Adviser.  Advisory services are only offered to clients or prospective clients where Capital Planning Advisors, LLC and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Capital Planning Advisors, LLC unless a client service agreement is in place.

Find Capital Planning Advisors employees' phone numbers or email addresses

Capital Planning Advisors Global Highlights

North America
26

United States Of America
26

South America
1

Colombia
1

Capital Planning Advisors's Leadership

D. H.
Owner
Mobile Phone
Email
L. H.
Partner Founder
Mobile Phone
Email
F. S.
Director, Continuing Professional Development
Mobile Phone
Email
J. W. M. P.
Director Of Retirement Plans
Mobile Phone
Email
M. F.
Director Of Development
Mobile Phone
Email
D. C.
Media Manager At Medchi
Mobile Phone
Email
K. L.
Senior Wealth Advisor
Mobile Phone
Email
A. P.
Client Service Specialist
Mobile Phone
Email

Contact profiles from Capital Planning Advisors

Name

Title

Contact Info

Location

Last Update

D. H.
Owner
Mobile Phone
Email
UNITED STATES
Jul 17, 2025
L. H.
Partner Founder
Mobile Phone
Email
Oct 22, 2024
F. S.
Director, Continuing Professional Development
Mobile Phone
Email
Oct 22, 2024
J. W. M. P.
Director Of Retirement Plans
Mobile Phone
Email
May 09, 2025
M. F.
Director Of Development
Mobile Phone
Email
Oct 23, 2024
D. C.
Media Manager At Medchi
Mobile Phone
Email
Oct 23, 2024
K. L.
Senior Wealth Advisor
Mobile Phone
Email
Nov 13, 2025
A. P.
Client Service Specialist
Mobile Phone
Email
Oct 21, 2024
S. S.
Wealth Management Client Service Specialist
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is Capital Planning Advisors known for?

Capital Planning Advisors was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 1420 Rocky Ridge Drive, Suite 140; you can contact the main corporate office by phone at

+1-916-286-****

. Explore Capital Planning Advisors's company overview page for more information.

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

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

How many employees does Capital Planning Advisors have currently?

Capital Planning Advisors has approximately 16 employees as of December 2025. These team members are located across 2 continents, including North AmericaSouth America.

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

As of December 2025, Capital Planning Advisors's key employees include:

Owner: D. H.
Partner Founder: L. H.
Director, Continuing Professional Development: F. S.
Director Of Retirement Plans: J. W. M. P.
Director Of Development: M. F.

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