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Karin T. Le, CFP® | Capital Planning Advisors

Karin T. Le, CFP®

Senior Wealth Advisor

1420 Rocky Ridge Drive, Suite 140
Roseville, CA 95661

P (916) 290-9695

F (916) 290-0926

Karin T. Le, CFP®

Senior Wealth Advisor

Karin is a Senior Wealth Advisor at Capital Planning Advisors. She focuses on deepening client relationships to better understand their goals and objectives and to proactively address their financial needs. Karin brings a broad knowledge base and skill set from over twenty years of experience working in private wealth management with high-net-worth individuals and families. 

Prior to joining Capital Planning Advisors, Karin was a senior banking professional at Wells Fargo Private Bank where she specialized in providing her clients solutions in custom financing, private banking,  investment management, as well as income tax, estate and financial planning.

Karin earned her Bachelor of Science degree in Business Administration with an emphasis on Finance from the University of Southern California. Karin is a Certified Financial Planner (CFP®) and a licensed Fiduciary Investment Advisor.

Away from the office, Karin enjoys spending time with her family, tennis and wakesurfing on Folsom Lake. She volunteers her time mentoring students to help them navigate and fund their college education. 

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