Terry Chiu, CFA, CFP®
Terry Chiu, CFA, CFP®Portfolio Manager and VP 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 and VP of Investment Research
Jim has been in the investment management industry for over 20 years working with high net worth individuals and family groups…Read More
Anthony Okun
Anthony OkunClient Manager
Anthony Okun is a Client Manager with Capital Planning Advisors, he graduated Magna Cum Lade from California State University Sacramento where…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 client focused leader with experience in real estate, private investing, telecommunications, and high-technology industries. George has lead…Read More
Immanuel L. Williams
Immanuel L. WilliamsClient Manager
Immanuel brings his proven expertise in client service delivery, financial consultancy, stakeholder engagement and retirement plan management to…Read More