Partners

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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