Our firm is committed to integrity, clarity and excellence in providing multidisciplinary personal service found only at a boutique organization, delivered by experienced and dedicated professionals.

To each client we dedicate a team of senior principals focused on the client’s investment objectives, wealth and business structure, and unique personal circumstances.

Lawrence A. Hansen


Jim Wilson

CEO & Managing Director

Michael Sollazzo

Wealth Management Counsel

George Sutcliffe

Vice President of Operations

Jim McCarthy

Portfolio Manager and VP of Investment Research

Jason T. Bell

Chief Investment Officer & Managing Director

Karin T. Le

Senior Wealth Advisor

Terry Chiu

Portfolio ManagerVP of Investment Research

Lisa Goudy

Client Service Specialist

Angie Powell

Client Service Specialist

Immanuel Williams

Client Manager

Anthony Okun

Client Manager

Capital Planning Advisors principals invest meaningful personal capital in investments recommended to clients, creating long term and conflict free alignment with client interests and goals.

Our core services include investment advisory, strategic and tactical asset allocation, and implementation, as well as acting as primary investment strategist (chief investment officer) for family groups, closely held business organizations, non-profit institutions and private foundations. Complementing our investment services, we develop and implement individualized consultative tax, estate and business succession strategies for clients seeking to grow, preserve and transfer their wealth and business interests to future generations and philanthropic interests.


Lawrence A. Hansen
Lawrence A. HansenPartner & Founder
Larry Hansen is a Financial Advisor, Partner and Founder of Capital Planning Advisors. His areas of expertise include…Read More
Jim Wilson
Jim WilsonPartner & CEO
Jim has specialized as an advisor to wealthy individuals, families, and business owners in the Sacramento and the Bay…Read More

Michael Sollazzo, Esq., CPA (Inactive)
Michael Sollazzo, Esq., CPA (Inactive)Partner & Wealth Management Counsel
Michael is a Financial Planner and an attorney with a tax background and more than a decade of managing complex …Read More


Jason T. Bell, CFA®
Jason T. Bell, CFA®Partner & Chief Investment Officer
Jason is Chief Investment Officer and a Partner at Capital Planning Advisors. In this role, he is responsible for…Read More


Team Members

Terry Chiu, CFA, CFP®
Terry Chiu, CFA, CFP®Portfolio Manager, Vice President of Investment Research
Terry has more than 20 years of experience as a portfolio manager and research analyst. Read More

Lisa Goudy
Lisa GoudyClient Service Specialist
Lisa Goudy is a Client Service Specialist with Capital Planning Advisors. Lisa’s career began in marketing … Read More

Karin T. Le, CFP®
Karin T. Le, CFP®Senior Wealth Advisor
Karin is a Senior Wealth Advisor at Capital Planning Advisors. As part of the team, Karin is focused on developing and … Read More

Jim McCarthy
Jim McCarthyPortfolio Manager, Vice President of Investment Research
Jim has been in the investment management industry for over 20 years working with high net worth individuals… Read More

Angie Powell
Angie PowellClient Service Specialist
Angie Powell is a Client Service Specialist at Capital Planning Advisors. She comes from a banking background with….Read More
George Sutcliffe, MBA
George Sutcliffe, MBAVice President of Operations
George is a driven and customer focused leader with experience in real estate, private investing, telecommunications…Read More