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
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
Capital Planning Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
51-200
Private
-
1998
CL
Charles LiebermanPartner and Portfolio Manager and Chief Investment Officer
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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
