Capital Planning Advisors
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
1420 Rocky Ridge Dr Ste 140, Roseville, ...Phone Number
(916) 286-7650Revenue
$5.1 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
2
2
2
1
1
2
About Capital Planning Advisors
Capital Planning Advisors is a boutique Registered Investment Advisor (RIA) based in Sacramento, CA, specializing in financial planning and investment management services. They offer a range of services including wealth management, retirement plans, business planning, and insurance solutions, focusing on a relationship-driven approach to meet the unique needs of individuals, families, businesses, and institutional clients. The firm serves a limited number of clients to ensure personalized attention and tailored strategies that align with each client's goals. Their multi-disciplinary team emphasizes passion, transparency, and synergy in their client partnerships.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Capital Planning Advisors
$5.1M
51-200
Private
<$5M
1983
TC
Terry ChiuPortfolio Manager & Vice President, Investment Research
<$5M
51-200
Private
-
1998
DL
David LiebermanPartner and Managing Director and Director of Corporate Development
Company Profile Activity
Activity Insights
Capital Planning Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Capital Planning Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Planning Advisors.
Capital Planning Advisors financials insights
Gather financial insights about Capital Planning Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Capital Planning Advisors Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Capital Planning Advisors is planning to move offices in July 2026. The move will impact approximately 14 employees at the existing office located at 1420 Rocky Ridge Drive, Roseville, CA.
Facilities Relocation/Expansion
Mergers & Acquisitions (M&A)
Funding
Capital Planning Advisors has received an SBA PPP loan for $150,000-350,000 from Five Star Bank, supporting the retention of 12 jobs.
Funding
Capital Planning Advisors News & Media
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Frequently Asked Questions Regarding Capital Planning Advisors
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Capital Planning Advisors is a boutique Registered Investment Advisor (RIA) based in Sacramento, CA, specializing in financial planning and investment management services. They offer a range of services including wealth management, retirement plans, business planning, and insurance solutions, focusing on a relationship-driven approach to meet the u... Read More
