JY
Financial Planning Analyst
AO
Client Experience Specialist
SW
Private Wealth Advisor
SH
Associate Advisor
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Capitalis Planning Partners
Finance · Kentucky, United States · 11-50 Employees
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Overview
Headquarters
400 W Market St Ste 2250, Louisville, Ke...Phone Number
(502) 562-2441Website
cpp.nm.comRevenue
<$5 MillionIndustry
About Capitalis Planning Partners
Capitalis Planning Partners, based in Louisville, KY, is an office of Northwestern Mutual that specializes in creating custom wealth management plans aimed at providing lasting financial peace of mind. The firm focuses on comprehensive financial planning to help clients pursue their greatest goals and live fulfilling lives. With a team of compassionate and highly skilled professionals, they ensure clients are well-informed about their financial status and the steps needed to achieve their objectives. Their services are designed for individuals seeking personalized financial strategies and support.Explore more
Capitalis Planning Partners Org Chart
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Frequently Asked Questions Regarding Capitalis Planning Partners
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Capitalis Planning Partners, based in Louisville, KY, is an office of Northwestern Mutual that specializes in creating custom wealth management plans aimed at providing lasting financial peace of mind. The firm focuses on comprehensive financial planning to help clients pursue their greatest goals and live fulfilling lives. With a team of compassio... Read More
