The Final Countdown
Cue the synthesizers; fire up the keyboards. Hit the smoke machine. Here we go, America, it’s finally here…The Final Countdown. Just days away from the 60th quadrennial Presidential election and
wealth planning with integrity, clarity, & purpose.
wealth planning with integrity, clarity, & purpose.
We take a relationship-driven approach to understanding the needs of individuals, families, businesses, and institutional clients throughout northern California and beyond.
Every area of your wealth is intricately connected, which is why Capital Planning Advisors serves a limited number of clients to ensure each client receives the attention and focus their situation demands.
Our multi-disciplinary team works to understand our clients’ personal goals, financial and business circumstances, investment objectives, tax issues, and tolerance for risk.
Clients of Capital Planning Advisors are trusted friends and partners. Your wealth is uniquely yours and no one knows your family, business, or organization like you do.
In partnerships, relationships are the priority. Every strategy and recommendation from our team is designed with your story in mind. We’ll work together to grow, preserve, and transfer your wealth in alignment with your goals.
Passion
We are driven toward excellence in meeting the needs of our clients.
Transparency
We are open, clear, and direct in every client interaction.
Synergy
We work as a team to best represent the interests of our clients.
You have many options when choosing an advisor for your wealth. Because relationships are based on trust, you should partner with a firm where you feel comfortable, heard, and respected.
Our clients have unique life experiences, but are looking for similar things from their wealth management team. They:
Team Based Approach
Value a personalized, team-based approach that delivers creative, integrated solutions.
Planning Partnership
Benefit from a partnership where all parties are highly engaged in the ongoing process of planning.
Complex Balancing
Need sophisticated solutions for managing meaningful wealth as well as balancing complex family financial and business needs.
Go for the Gold!
The 2024 Summer Olympics have just wrapped up and have provided spectators across the world with awe, inspiration and emotional moments of high drama that only sport presented on the
The Last Mile
Memorial Day is here and in addition to a day of remembrance and gratitude, it marks the unofficial start of Summer. Seems like it was just yesterday we were tallying