LeadIQ logo
Learn more at LeadIQ.com
Capital Planning Advisors logo

Capital Planning Advisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Capital Planning Advisors has about 11 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (96%) and Colombia (4%). Banking and Business make up over half of the profiles with a known department.

Find Capital Planning Advisors employees' phone numbers or email addresses

Capital Planning Advisors Global Highlights

Location
Employees

North America
22

Minus sign iconPlus sign icon
  • United States Of America
    22

South America
1

Minus sign iconPlus sign icon
  • Colombia
    1

North America accounts for 96% of Capital Planning Advisors's workforce, followed by South America (4%).

Capital Planning Advisors's Leadership

  • Partner Founder at Capital Planning Advisors
    L. H.
    Partner Founder
    Mobile Phone
  • Director Of Retirement Plans at Capital Planning Advisors
    J. W. M. C.
    Director Of Retirement Plans
    Mobile Phone
  • Director, Continuing Professional Development at Capital Planning Advisors
    F. S.
    Director, Continuing Professional Development
    Mobile Phone
  • Director Of Development at Capital Planning Advisors
    M. F.
    Director Of Development
    Mobile Phone
  • Media Manager At Medchi at Capital Planning Advisors
    D. C.
    Media Manager At Medchi
    Mobile Phone
  • Client Service Specialist at Capital Planning Advisors
    A. P.
    Client Service Specialist
    Mobile Phone

Capital Planning Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Support
  • Other

Banking is the largest department at 57% of profiles with a known department, followed by Business (29%) and Support (14%).

Contact profiles from Capital Planning Advisors

Name
Title
Contact
Location
Last Update
  • Partner Founder at Capital Planning Advisors
    L. H.
    Partner Founder
    Mobile Phone
    Oct 22, 2024
  • Director Of Retirement Plans at Capital Planning Advisors
    J. W. M. C.
    Director Of Retirement Plans
    Mobile Phone
    Jun 30, 2026
  • Director, Continuing Professional Development at Capital Planning Advisors
    F. S.
    Director, Continuing Professional Development
    Mobile Phone
    Oct 22, 2024
  • Director Of Development at Capital Planning Advisors
    M. F.
    Director Of Development
    Mobile Phone
    Oct 23, 2024
  • Media Manager At Medchi at Capital Planning Advisors
    D. C.
    Media Manager At Medchi
    Mobile Phone
    Oct 23, 2024
  • Client Service Specialist at Capital Planning Advisors
    A. P.
    Client Service Specialist
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What are the largest departments at Capital Planning Advisors?

Minus sign iconPlus sign iconBanking is the largest department at 57% of profiles with a known department, followed by Business (29%) and Support (14%).

Where are Capital Planning Advisors's employees located?

Minus sign iconPlus sign iconCapital Planning Advisors has about 11 employees across 2 continents, most of them in North America. North America accounts for 96% of Capital Planning Advisors's workforce, followed by South America (4%). By country, the largest groups are United States Of America (96%) and Colombia (4%).

How many employees does Capital Planning Advisors have currently?

Minus sign iconPlus sign iconCapital Planning Advisors has approximately 11 employees as of September 2026. These team members are located across 2 continents, including North America and South America.

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

Minus sign iconPlus sign icon

As of September 2026, Capital Planning Advisors's key employees include:

  • Partner Founder: L. H.
  • Director Of Retirement Plans: J. W. M. C.
  • Director, Continuing Professional Development: F. S.
  • Director Of Development: M. F.
  • Media Manager At Medchi: D. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

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

What is Capital Planning Advisors known for?

Minus sign iconPlus sign iconCapital Planning Advisors was founded in 2006 and operates in the Financial Services industry. You can contact Capital Planning Advisors's main corporate office by phone at
+1-916-286-****
. Explore Capital Planning Advisors's company overview page for more information.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.