Wealth management experience since 2005
Charlie Capasso, CFP®
Charlie Capasso grew up in Atlanta, GA, where he played competitive soccer from a young age and graduated from Marist High School. He is a graduate of The University of Vermont, where he obtained his Bachelors degree in Business Administration and Finance. Charlie completed his CFP® coursework at Boston University and achieved the CFP® marks in 2009. He has been on the board of the South Carolina Financial Planning Association, has been quoted in the Wall Street Journal and US News & World Report, and interviewed on SC National Public Radio. In his community he has given workshops at the Medical University of South Carolina and for other local businesses to promote financial literacy in the region. Charlie has also been involved in his local community, volunteered at Habitat for Humanity and the Boys and Girls club, as well as mentored at-risk youth.
Since 2005, Charlie has helped build and create Registered Investment Advisory firms based in Charleston, SC, Chicago, IL, and Lake Tahoe, NV, and recently founded Capasso Planning Partners, LLC. His expertise in advising individuals, families, and businesses in applying strategic financial planning to actualize measured, tangible long-term goals has been the foundation of his career. Equally important is Charlie's keen understanding that every client's situation and relationship with their planning and goals are unique and personal. Charlie serves as a fiduciary for his clients and is a fee-only financial advisor.
Charlie found his home in Old Mt. Pleasant, SC with his wife Jessica, two sons Angelo and Carlo, and their golden retriever. The family enjoys traveling, learning, spending time at the beaches and, of course, enjoying the different culinary experiences found in the Holy City.
· Palmetto Society
· Young Ambassadors
· Grateful Golden Rescue
Partner, Financial Advisor
Dan Callahan, CFA®
Dan Callahan is a partner and financial advisor at Capasso Planning Partners. As a fee-only advisor, Dan has always believed that the best way to serve his clients and solve their unique financial challenges is through objective, unbiased advice. Dan has extensive experience working in all areas financial planning, including retirement planning, investment management, tax planning, estate planning and risk management.
Prior to joining Capasso Planning Partners, Dan worked for a large fee-only investment advisory firm as a senior advisor and portfolio manager. Here, his focus included managing clients investment portfolios, developing financial plans, implementing wealth management strategies, and advising on small company retirement plans. During this time, he had the privilege of working closely with a diverse group of clients all across the country. Earlier in his career, Dan worked as an investment analyst and operations manager for a fee-only investment advisory firm.
Dan is a graduate of the College of Charleston, where he earned his Bachelors degree in Business Administration with a concentration in Finance. Dan passed the Series 65 exam in 2011 and holds the Chartered Financial Analyst® designation, one of the most recognized and respected credentials in the industry. Outside of work, Dan is active in multiple basketball leagues, enjoys playing golf, and likes being outside as much as possible taking in the perfect Charleston weather.
Chief Investment Strategist, Capasso Planning Partners
Mario Nardone, CFA®
President & Founder, East Bay Financial Services
Mario began his investment career in 1999 with Vanguard mutual funds in Valley Forge, PA, where he consulted institutions and financial advisors on investment policy, portfolio construction, and Exchange-Traded Funds (ETFs) as a member of Vanguard's Fiduciary Services and ETF Product Management units. He also contributed to the research and publication of the firm's world-renowned investment philosophy and served as a municipal bond fund specialist.
In 2003 he earned the Chartered Financial Analyst designation, widely regarded as the highest standard in the investment profession, and he continues to mentor aspiring Charter candidates in its curriculum, ethics, and career opportunities. Mario relocated to Charleston in 2010 to serve as Chief Investment Officer and Chief Compliance Officer for a respected financial planning and advisory firm in Mount Pleasant before establishing East Bay Financial Services, the collaborative partner firm of Capasso Planning Partners. Mario is Past President and current board member of CFA Society South Carolina, is current Chairman of the College of Charleston Finance Department Advisory Board, and is a member of the Financial Planning Association.
His approach to investments and the industry has been featured in Investment News, NAPFA Advisor Magazine, Charleston Regional Business Journal, The Post & Courier, and The Northeast Pennsylvania Business Journal. Mario is active in recreational sports and the Charleston community, and is a member of the Historic Middleton Place Foundation. He is an avid traveler and SCUBA diver, and enjoys spending time with his wife, Piper, and their "energetic" lab/shepherd mix, Cady.
Partner, Financial Adviser, Capasso Planning Partners
George Ramsay, MBA
George Ramsay is a partner and financial advisor at Capasso Planning Partners. He is a fee-only advisor because he believes that the best way to help his clients solve all their unique financial challenges is through objective and unbiased advice. George is a graduate of the Darla Moore School of Business at the University of South Carolina, where he earned his bachelor’s degree in business administration with a concentration in Finance and Management. He then furthered his education at the College of Charleston earning his Master’s in Business Administration with a focus in Finance. George has passed the Series 65 exam. He is an active member of the community and a member of multiple organizations, including the Palmetto and Hibernian Societies, and is currently studying to pursue the CFP designation.
George was born and raised in the city of Charleston. He loves indulging in the many events and festivals the city has to offer throughout the year. He spends much of his free time taking advantage of the wonderful year round weather by partaking in many outdoor activities and supporting the local sports teams.