As a Client Manager, Immanuel brings his proven expertise in client service delivery, financial consultancy, stakeholder engagement and retirement plan management to Capital Planning Advisors.
Immanuel’s finance background started nearly two decades ago, where he spent over nine years developing his expertise managing all aspects of the Defined Contribution and Defined Benefit plan space. His operational acumen, aptitude for relationship building, and strategic plan management advanced him to Newport Group’s Senior Education Consultant. In the eight years as Retirement Educator, he consulted a nationwide book of small, mid-size and large plan accounts, including several fortune 500 companies. His natural ability to establish strong rapport has proven to be one of the driving forces in his continued success.
Away from the office, Immanuel enjoys spending time with his wife, their four active children, and a rapidly growing grandson. When he’s not spending quality time with his family you may find him enjoying a selection from his classical or jazz musical repertoires, mountain biking, disc-golfing, or relaxing at his favorite California beach, lake or river waterway.