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Capital Planning Partners, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Capital Planning Partners, LLC is a wealth management practice within the financial services sector that coordinates planning and advisory services for private individuals and corporate clients. The firm serves high-net-worth families, corporate executives, and business owners, assisting them with wealth accumulation, preservation, and transfer goals. Its professionals bring substantial experience to addressing sophisticated personal and business planning challenges.

Headquartered in San Jose, California, the organization operates with a small, specialized team. Its focus is on coordinated approaches that address both personal wealth management and related business planning needs. The firm aims to support clients with long-term, comprehensive financial planning.

Find Capital Planning Partners, LLC employees' phone numbers or email addresses

Capital Planning Partners, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Capital Planning Partners, LLC's Leadership

  • Managing Director at Capital Planning Partners, LLC
    K. N.
    Managing Director
    Mobile Phone
  • Employee at Capital Planning Partners, LLC
    C. T.
    Mobile Phone

Capital Planning Partners, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Capital Planning Partners, LLC

Name
Title
Contact
Location
Last Update
  • Managing Director at Capital Planning Partners, LLC
    K. N.
    Managing Director
    Mobile Phone
    UNITED STATES
    Jan 22, 2026
  • Employee at Capital Planning Partners, LLC
    C. T.
    Mobile Phone
    UNITED STATES
    Oct 21, 2024

Frequently Asked Questions

What is Capital Planning Partners, LLC known for?

Minus sign iconPlus sign iconCapital Planning Partners, LLC operates in the Financial Services industry. You can contact Capital Planning Partners, LLC's main corporate office by phone at
+1-408-999-****
. Explore Capital Planning Partners, LLC's company overview page for more information.

What is Capital Planning Partners, LLC's most common email format?

Minus sign iconPlus sign iconCapital Planning Partners, LLC employees' email format typically follows the pattern of FLast@cap-plan.com. Trying to find reliable and up-to-date employee contact data? Find more Capital Planning Partners, LLC email formats with LeadIQ.

How many employees does Capital Planning Partners, LLC have currently?

Minus sign iconPlus sign iconCapital Planning Partners, LLC has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Capital Planning Partners, LLC's key employees and leadership?

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As of August 2026, Capital Planning Partners, LLC's key employees include:

  • Managing Director: K. N.
  • : C. T.

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