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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

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Capital Planning Partners, LLC's Leadership

  • Stylized image of a person
    K. N.
    Managing Director
    Mobile Phone
  • Stylized image of a person
    C. T.
    Mobile Phone

Capital Planning Partners, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Capital Planning Partners, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. N.
    Managing Director
    Mobile Phone
    UNITED STATES
    Jan 22, 2026
  • Stylized image of a person
    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 the 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 . 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 July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

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

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