Skip to content
Facebook
LinkedIn
Home
Core Expertise
Wealth Management
Investment Management
Retirement Plans
Qualified Retirement Plans
Non-Qualified Retirement Plans
Planning
Personal Financial Planning
Estate & Tax Planning
Multi-Generation Family Business Planning
Business & Succession Planning
Business Financial Planning
Strategic Insurance Solutions
Life, Disability and Long-Term Care
Team
Our Team
Partners
Larry Hansen
Jim Wilson
Michael Sollazzo
Jason Bell
Team Members
Terry Chiu
Lisa Goudy
Karin Le
Jim McCarthy
Angie Powell
George Sutcliffe
Our Perspective
Contact Us
Client Login
Client Portal
Smart Phone Apps
Android App
iPhone App
Custodian Links
TD Ameritrade
Charles Schwab
Search for:
Partners
Home
/
Our Team
/
Partners
Lawrence A. Hansen
Partner & Founder
Larry Hansen is a Financial Advisor, Partner and Founder of Capital Planning Advisors. His areas of expertise include…
Read More
Jim Wilson
Partner & 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)
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®
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