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Anthony Okun | Capital Planning Advisors

Anthony Okun

Client Manager

1420 Rocky Ridge Drive, Suite 140
Roseville, CA 95661

P (916) 290-9180

F (916) 290-0926

Anthony Okun

Client Manager

Anthony Okun is a Client Manager with Capital Planning Advisors. Anthony is a recent graduate from the College of Business at California State University Sacramento, graduating Magna Cum Lade in 2022. He holds the Series 65 license. Anthony was one of the founders, and Executive Vice President, of the Finance Club at Sacramento State where he focused on helping students learn about careers in Finance by hosting guest panels and events with industry professionals. He also has over four years of experience building and maintaining relationships in the restaurant industry.

In his spare time, Anthony loves to cook extravagant meals for his partner Sarah and play competitive pool.

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