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Capasso Planning Partners jobs and careers

United States

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About Capasso Planning Partners

Capasso Planning Partners is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We strive to bring the family-office advisory model to our clients by creating a team of professionals (CFA®, CFP®, CPA) around you from the start. We work directly with our clients on a fee-only basis and choose to be held to a fiduciary standard.

FinanceFinancial ServicesWealth Management
Founded
2018
Employees
1 to 10
Headquarters
United States

Leadership

The top of Capasso Planning Partners's org chart, with how many people report into each leader.

CC

Charlie Capasso

Owner & Managing Partner

Jobs at Capasso Planning Partners

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