Capasso Planning Partners LLC
Capasso Planning Partners LLC (CRD# 294673) is a financial advisory firm headquartered in Charleston, SC. They manage $332,760,217 in 1,588 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management333MILLION
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Total Number of Accounts1,588ACCOUNTS
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Average Account Value$209,547
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, GA, IL, MA, NC, NJ, NY, PA, SC, TX, VA
Daniel Callahan (CRD# 6111894) is an Investment Advisor Representative working at Capasso Planning Partners LLC in Charleston, SC and has over 11 years of experience in the finance industry.
Charles Capasso (CRD# 5319437) is an Investment Advisor Representative working at Capasso Planning Partners LLC in Charleston, SC and has over 17 years of experience in the finance industry.
Hi, I'm Angel Escobedo CFP®- Partner and Fee-only Financial Advisor at Capasso Planning Partners.
I have worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. My primary goal as a financial planner is to help my clients light a financial path to dignity, awareness, hope, and a worry-free life. My experience working with both large broker-dealers and small family offices has allowed me to create a financial planning experience that is both personal and actionable, allowing the client to achieve complete financial peace of mind.
I am an active volunteer in VITA, a nonprofit program that helps low-income individuals get their taxes filed free of charge. Being involved in this program to help give back to the community is something I take pride in.
I enjoy being active and trying out new locally-owned restaurants, breweries, theaters, and other local businesses in my free time.
I've been a numbers guy my whole life, so I like percentages; here are some about me: I am part of the 5.4% of advisors under the age of 30, part of the 3.5% of Black/Latino CFPs in the country, part of the 1% of CFP advisors that speak Spanish, In the top 10% of all advisors interviewed by Zoe Financial, and most importantly I have a 95% client retention rate over the span of my career.
Andrew Hendricks (CRD# 5545050) is an Investment Advisor Representative working at Capasso Planning Partners LLC in Charleston, SC and has over 15 years of experience in the finance industry.
Michael Oconnor (CRD# 5675878) is an Investment Advisor Representative working at Capasso Planning Partners LLC in Hoboken, NJ and has over 9 years of experience in the finance industry.
George Ramsay (CRD# 7093448) is an Investment Advisor Representative working at Capasso Planning Partners LLC in Charleston, SC and has over 5 years of experience in the finance industry.
Kirk Matenaer (CRD# 7835652) is an Investment Advisor Representative working at Capasso Planning Partners LLC in Charleston, SC and has 1 year of experience in the finance industry.