Our Team

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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

Partner & Founder

Jim Wilson

Partner & CEO

Michael Sollazzo

Partner and Wealth Management Counsel

Chris Ressa

Financial Advisor and Retirement Specialist

George Sutcliffe

Vice President of Operations

Shari Segon

Client Service Specialist

Jim McCarthy

Portfolio Manager and VP of Investment Research

Terry Chiu

Portfolio Manager and VP of Investment Research

Liz Brown

Client Service Specialist

Jason T. Bell

Partner & Chief Investment Officer

Karin T. Le

Senior Wealth Advisor

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.

Partners

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

Liz Brown
Liz BrownClient Service Specialist
Liz Brown is a Client Service Specialist with Capital Planning Advisors. Prior to joining the Capital Planning Advisors team, Liz spent the over 10 years…Read More

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

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

Chris Ressa, AIF
Chris Ressa, AIFFinancial Advisor, Retirement Specialist
Chris Ressa is a Financial Advisor and Retirement Specialist with Capital Planning Advisors, focusing on individuals, families and business owners….Read More
Shari Segon
Shari SegonClient Service Specialist
Shari Segon is a Client Service Specialist at Capital Planning Advisors. She has a passion for learning…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