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wealth planning with integrity, clarity, & purpose.


wealth planning with integrity, clarity, & purpose.

Guide. Educate. Advise.

This is our mission & 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.

Your Capital Planning Experience

Clients are trusted friends & partners.

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.

3 Elements of our DNA

passion. Transparency. Synergy.


We are driven toward excellence in meeting the needs of our clients.


We are open, clear, and direct in every client interaction.


We work as a team to best represent the interests of our clients.

Our Clients

The Right Fit

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.

Latest Capital Perspective

Our blog

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
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No Man’s Land

No Man’s Land is often referred to as a contested space where warring factions refuse to retreat yet cannot advance. It’s a place characterized by uncertainty, significant risk, dynamic tension
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Smashing Pumpkins

Halloween time is here as kids of all ages celebrate the start of the Fall season, spooks, spirits, and of course, the tricks and treats. Children will wince as they
Read More

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