About Capital Planning Advisors
family, business & legacy wealth advisors based in roseville & walnut creek, capital planning advisors is a registered investment advisor (ria) providing affluent families, individua... Read more
Capital Planning Advisors Leadership:
| Employee | Department | Total Email Source | |
|---|---|---|---|
 Brian Prettichief investment officer head trading | Executive | 0 | |
 Jim Wilsonpartner and chief executive officer | Executive | 0 |
Contact profiles Capital Planning Advisors:
| Employee | Department | Total Email Source | |
|---|---|---|---|
 Chris RessaFinancial Advisor, Retirement Specialist | Finance | 0 | |
 Holly Bawdenoperations manager | Operations | 0 | |
Jim Wilsonpartner ceo | Management | 0 | |
 Dave Henderson | 0 | ||
Brian Prettipartner chief investment officer | Management | 0 | |
 Marjorie Orrante | 0 | ||
 George SutcliffeVice President of Operations | Operations | 0 | |
 Terry Chiuportfolio manager vp investment research | Finance | 0 | |
George Sutcliffevp operations | Operations | 0 | |
Michael SollazzoPartner & Wealth Management Counsel | Warehouse | 0 | |
 Shari SegonWealth Management Client Service Specialist | Management | 0 | |
 Lawrence Hansenfinancial advisor and chief executive officer | Finance | 0 | |
Chris Ressafinancial advisor retirement specialist | Finance | 0 | |
Jim Mccarthy | 0 | ||
George Sutcliffevp operations | Operations | 0 | |
Melanie SorensenOperations Assistant | Operations | 0 | |
Michael Sollazzopartner wealth management counsel | Management | 0 | |
Larry Hansenpartner ceo | Management | 0 | |
Larry Hansenpartner founder | Management | 0 | |
Matt Page | 0 | ||
Conference Accountclient service specialist | Warehouse | 0 | |
Larry Hansenfinancial advisor and chief executive officer | Finance | 0 | |
Jason Bellpartner and chief investment officer | 0 | ||
 Karin Lesenior wealth advisor | 0 |
Capital Planning Advisors Email Metrics
Capital Planning Advisors has 26 email addresses.
Capital Planning Advisors has 25 personal email addresses, .
Capital Planning Advisors has 1 generic email addresses.
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