What departments does Capital Planning Advisors have?

Capital Planning Advisors has employees across 2 departments including Engineering, Media & Communications.

What is the largest department at Capital Planning Advisors?

The largest department at Capital Planning Advisors is Engineering with 2 employees.

Where are Capital Planning Advisors employees located globally?

Capital Planning Advisors has employees across 2 continents and 2 countries including United States Of America, Colombia.

How has Capital Planning Advisors's team size changed over time?

Capital Planning Advisors's team has grown from approximately 16 to 17 employees based on available data.

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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.

Capital Planning Advisors Global Highlights

North America
23

United States Of America
23

South America
1

Colombia
1

Capital Planning Advisors's Leadership

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

Capital Planning Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Support
Accounting
Other

Contact profiles from Capital Planning Advisors

Name

Title

Contact

Location

Last Update

L. H.
Partner Founder
Mobile Phone
Email
Oct 22, 2024
J. W. M. C.
Director Of Retirement Plans
Mobile Phone
Email
Jun 30, 2026
F. S.
Director, Continuing Professional Development
Mobile Phone
Email
Oct 22, 2024
M. F.
Director Of Development
Mobile Phone
Email
Oct 23, 2024
D. C.
Media Manager At Medchi
Mobile Phone
Email
Oct 23, 2024
A. P.
Client Service Specialist
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Capital Planning Advisors known for?

Capital Planning Advisors was founded in 2006 operates in the Financial Services industry; 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 11 employees as of August 2026. These team members are located across 2 continents, including North AmericaSouth America.

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

As of August 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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Capital Planning Advisors Employee Directory

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