Meet the Capital Planning Advisors Team

integrity, dedication, & excellence

Jim Wilson | Capital Planning Advisors

Jim Wilson

CEO & MANAGING DIRECTOR

Larry Hansen | Capital Planning Advisors

Lawrence A. Hansen

FOUNDER

George Sutcliffe | Capital Planning Advisors

George Sutcliffe, MBA

CHIEF OPERATING OFFICER

Meredith Rosen

SENIOR WEALTH ADVISOR

Michael Sollazzo, Esq. | Capital Planning Advisors

Michael Sollazzo, Esq.

WEALTH MANAGEMENT COUNSEL

Mike Harris, CMT

CHIEF INVESTMENT OFFICER

Terry Chiu, CFA®, CFP® | Capital Planning Advisors

Terry Chiu, CFA^®, CFP^®

PORTFOLIO MANAGER &
VP OF INVESTMENT RESEARCH

Jim McCarthy | Capital Planning Advisors

Jim McCarthy

PORTFOLIO MANAGER &
VP OF INVESTMENT RESEARCH

Jason Martin, PPC^®, AIF^®, CRPS^®, CHSA^®, AAMS^®

DIRECTOR OF RETIREMENT PLANS

John Chang

SENIOR WEALTH ADVISOR

Abraham Garcia

WEALTH ADVISOR

Anthony Okun | Capital Planning Advisors

Anthony Okun

WEALTH ADVISOR

Lisa Goudy | Capital Planning Advisors

Lisa Goudy

SENIOR CLIENT OPERATIONS ASSOCIATE

Angie Powell | Capital Planning Advisors

Angie Powell

SENIOR CLIENT OPERATIONS ASSOCIATE