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Capital Planning Advisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Capital Planning Advisors is a financial services firm acting as a registered investment advisor, offering wealth management and comprehensive financial planning. Its client base includes affluent families, individuals, businesses and institutional clients, with services provided through Capital Planning Advisors, LLC.

The organization maintains offices in Roseville and Walnut Creek, California. In December 2021, Bluespring Wealth Partners acquired Capital Planning Advisors.

Find Capital Planning Advisors employees' phone numbers or email addresses

Capital Planning Advisors Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

South America
1

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  • Colombia
    1

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

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 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.

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.

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?

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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.

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