Anthony Okun is a Wealth Manager for Capital Planning Advisors, who earned a Bachelor of Science Degree in Finance from Sacramento State University.  He also holds a Series 65 (Fiduciary Investment Advisor) securities license. 

Since joining the firm in 2022, Anthony has worked extensively with high-earning young families and high-net-worth individuals, helping them implement thoughtful strategies to build and sustain their wealth through working with our Investment Committee to create tailored investment portfolios consistent with their goals.  Additionally, Anthony has worked with numerous multi-generational family members, taking seriously the fiduciary role that he and the firm operate in to serve our clients.

With a strong foundation in financial planning, Anthony plays a key role in building, presenting, and implementing comprehensive financial plans tailored to each client’s goals and objectives. Behind the scenes, he specializes in performance reporting tools and software solutions that play a key role in the client experience, particularly with private capital investments.

Outside of the office, Anthony brings the same level of enthusiasm and care to his personal life. Recently married, he enjoys cooking, tackling his own landscaping projects, and sharpening his skills as a self-proclaimed “wannabe pool shark.” Whether working with clients or perfecting his latest recipe, he values precision, creativity, and connection in all that he does.