Capasso Planning Partners Employee Directory

Capasso Planning Partners corporate office is located in 409 King St Ste 300, Charleston, South Carolina, 29403, United States and has 11-50 employees.

capasso planning partners llc

capasso planning partners

Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Key Employees of Capasso Planning Partners

ME
Moira Embrey
Manager, Operations
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Capasso Planning Partners Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Capasso Planning Partners

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Contact Name

Contact Info

Job Title

HQ Location

ME
Moira Embrey
Email Direct
Manager, Operations
United States , South Carolina , Charleston

CC
Charlie Capasso
Email Direct
Managing Partner
United States , South Carolina , Charleston

LB
Lauren Brotherson
Email Direct
Associate Wealth Advisor
United States , South Carolina , Charleston

WM
William McNeer
Email Direct
Partner and Senior Wealth Advisor
United States , South Carolina , Charleston

Former Employees at Capasso Planning Partners

Explore people who held key positions, contributed to Capasso Planning Partners's success, and advanced their careers.

Daniel Callahan

Partner at Ironview Capital Manag...

Worked as Partner and Chief Investment Officer

at Capasso Planning Partners (2019-2024)

Direct

Samuel Hornig

Account Executive at GooseHead Insurance

Worked as Intern

at Capasso Planning Partners (2022-2022)

Direct

George Ramsay

Senior Wealth Advisor at Telos Capital Partners

Worked as Financial Advisor

at Capasso Planning Partners (2019-2025)

Direct

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Senior Financial Advis... at Action Point Financial

Worked as Partner and Senior Wealth Advisor

at Capasso Planning Partners (2022-2022)

Direct

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Senior Risk Consultant at EY

Worked as Summer Intern

at Capasso Planning Partners (2020-2020)

Direct

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Vice President at Farther

Worked as Partner, Financial Advisor

at Capasso Planning Partners (2023-2025)

Direct

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Frequently Asked Questions Regarding Capasso Planning Partners Employees

How many employees does Capasso Planning Partners have?

Capasso Planning Partners has 11-50 employees

Who are Capasso Planning Partners key employees?

Some of Capasso Planning Partners key employees are Moira Embrey

Where is Capasso Planning Partners located?

Capasso Planning Partners’s headquarters are located at 409 King St Ste 300, Charleston, South Carolina, 29403, United States

How do I contact Capasso Planning Partners?

Capasso Planning Partners Contact Info: Phone number: (843) 805-4729 Website: www.capassoplanningpartners.com

What does Capasso Planning Partners do?

Capasso Planning Partners offers dynamic and strategic financial planning solutions tailored to individual goals. Their services include portfolio management, retirement planning, asset protection, risk management, estate planning, and tax planning, aimed at helping clients achieve financial success. The firm operates as a fee-only advisory service... Read More

Is Capasso Planning Partners a public company?

Capasso Planning Partners is private company therefore does not currently have an official ticker symbol

See more information about Capasso Planning Partners Employees