10900 Northeast 4th Street
From the beginning, one of Capital Planning’s guiding principles has been to deliver independent advice to assist clients as they navigate through significant life decisions such as retirement, the sale of a business, an inheritance, or the planning of their family legacy.
Core values are what support the vision, shape the culture, and reflect what a company values. For Capital Planning, they are the essence of our identity – our principles, beliefs, and philosophy. Our core values help in our decision-making process, educate clients and potential clients about our company, and clarify who Capital Planning is and how we feel about the work we do. Our values are at the forefront of everything we do, whether it be working with each other or the communities in which we serve.
Communicating in an open, honest, and encouraging manner.
As a team, it leads us to be passionate, precise, humble, gentle, transparent and true.
Honoring the values and ideas of others.
We pursue associate’s perspectives to promote teamwork, build trust, social capital, and a commitment to excellence.
Digging deeper to fully appreciate people, actions, and consequences.
Effective communication is vital for business and life. That’s why we seek first to understand before we seek to be heard.
Inspiring others through action and words.
We strive to be helpful and compassionate in all interactions. It’s how we feel about the work we do. It’s more than a job, it’s our ethos.
Collaborating with others to maximize synergy and achieve excellence.
The whole is greater than one. We value the talents of our associates and the strength of our team approach.
Years of experience have prepared us to guide you through your life transitions.
Our advisors have a long history of working together, averaging over 20 years of service with Capital Planning LLC (formerly Capital Planning Corporation). Our wealth advisors in particular have worked with Capital Planning investment options for over 30 years, with vast experience weathering the ups and downs of the market. This can provide clients with confidence in the commitment and stability of our advisory team.
Each client is served by an advisory team consisting of a lead financial advisor and a client service associate. They are your dedicated service team and main points of contact. Our experienced advisory teams work with a limited number of clients, which allows them to devote the necessary time and attention to each personal wealth plan. When needed, specialists in the firm are available from the financial advisory, portfolio administration, and investment research teams. In addition, we can proactively collaborate with other outside service professionals such as estate, legal, accounting, insurance, and business advisors.
Learn more: Professional Designations & Certifications
Founder & CEO, CCO
President & COO
Manager Client Services
Lead Client Service
Client Service Associate
Operations & Compliance Manager
Front Office & Marketing Associate
Associate Portfolio Specialist
AAMS®, CMFC® Investment Analyst
Note: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if CPC is engaged, or continues to be engaged, to provide investment advisory services.