Capital Planning Partners

Finance · California, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

3201 Danville Blvd Ste 285, Alamo, Calif...

Phone Number

(408) 999-7800

Revenue

$6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Capital Planning Partners

Divorce Capital Planning is a leading divorce financial consulting firm serving high net worth clients. Originally founded in the San Francisco Bay Area, today Divorce Capital Planning serves clients nationwide. Experience has shown us that the missing ingredient in many divorce settlements is financial expertise. Our team specializes in helping you navigate this challenging transition so that you can take control of your financial future. With more than 55 years of combined experience, our breadth and depth of expertise in analyzing complex financial issues is what sets our firm apart. We are fluent in divorce finance and have a history of successfully guiding clients through the dissolution of their marital estate. By working through all phases of the divorce process, we employ a strategic approach to achieve effective solutions tailored to your unique situation. Further, we have the ability to assist with all divorce options, including litigation, mediation, and collaborative practiRead more
Capital Planning Partners's Social MediaPopular SearchesCapital Planning Partners LLCCapital Planning PartnersCapital Planning LLCAlmaden Capital Partners LLCCapital PlanningSIC Code 62,628NAICS Code 52,523Show more

Is Capital Planning Partners your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Capital Planning Partners

Compare insights from companies similar to Capital Planning Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Planning Partners

$6M
11-50
Private
-
2006
N/A
$6.6M
11-50
Private
-
2011
JF
Jeffrey FosterCFP, Vice President - Client Services and Chief Compliance Officer
$5.2M
11-50
Private
-
2003
<$5M
11-50
Private
-
2018
MM
Michael MinihanTransferable Tax Credits Partner
<$5M
11-50
Private
<$5M
1974
PM
Paul McDonnellExecutive Vice President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capital Planning Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capital Planning Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Planning Partners.

Capital Planning Partners Tech Stack

A closer look at the technologies used by Capital Planning Partners

Top Finance Companies

Frequently Asked Questions Regarding Capital Planning Partners

What is Capital Planning Partners's official website?
Capital Planning Partners's official website is www.capitalplanningpartners.com
What is Capital Planning Partners's Revenue?
Capital Planning Partners's revenue is $6 Million
What is Capital Planning Partners's SIC code?
Capital Planning Partners's SIC: 62,628
What is Capital Planning Partners's NAICS code?
Capital Planning Partners's NAICS: 52,523
How many employees does Capital Planning Partners have?
Capital Planning Partners has 11-50 employees
What industry does Capital Planning Partners belong to?
Capital Planning Partners is in the industry of: Finance, Securities Trading
What is Capital Planning Partners competition?
Capital Planning Partners top competitors include: Bx3, Fieldman , Rolapp & Associates, Retirement Strategies, Tavakoli Structured Finance
What technology does Capital Planning Partners use?
Some of the popular technologies that Capital Planning Partners uses are: Mailgun, Hostgator, Hostgator Email
How do I contact Capital Planning Partners?
Capital Planning Partners contact info: Phone number: (408) 999-7800 Website: www.capitalplanningpartners.com
What does Capital Planning Partners do?

Divorce Capital Planning is a leading divorce financial consulting firm serving high net worth clients. Originally founded in the San Francisco Bay Area, today Divorce Capital Planning serves clients nationwide. Experience has shown us that the missing ingredient in many divorce settlements is financial expertise. Our team specializes in helping yo... u navigate this challenging transition so that you can take control of your financial future. With more than 55 years of combined experience, our breadth and depth of expertise in analyzing complex financial issues is what sets our firm apart. We are fluent in divorce finance and have a history of successfully guiding clients through the dissolution of their marital estate. By working through all phases of the divorce process, we employ a strategic approach to achieve effective solutions tailored to your unique situation. Further, we have the ability to assist with all divorce options, including litigation, mediation, and collaborative practice. We work with you and your attorney to formulate creative options to complicated settlement issues. By helping you think through critical issues, Divorce Capital Planning ensures that you reach a successful resolution that fully addresses your short and long-term financial needs and objectives. Most importantly, we help you transition with a financial game plan for success. Our sister company, Capital Planning Partners, specializes in developing customized wealth management strategies for affluent individuals and families, as well as corporateclients. We provide comprehensive financial planning and investment advisory services to help our clients protect, grow, and transition their wealth.Read More

What are Capital Planning Partners social media links?
Capital Planning Partners Linkedin page
Is Capital Planning Partners a public company?
Capital Planning Partners is private company therefore does not currently have an official ticker symbol
See more information about Capital Planning Partners

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.