Experienced Wealth Managers

Your Financial Team

Navigating your financial future seems complicated, but it doesn't have to be. Capasso Planning Partners wants to be your financial team. Our wealth managers have the experience you need to navigate your future goals. 

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Managing Partner

Charlie Capasso, CFP®

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Partner

Dan Callahan, CFA®

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Partner

George Ramsay, CRPC®

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Partner

Drew Hendricks, CFP®

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Partner

Angel Escobedo, CFP®

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Investment Operations

Brett Wheeler, CFP®

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Investment Strategist

Mario Nardone, CFA®

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Investment Strategist

Eric Stein, CFA®

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Business Development

Christian Long

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Operations Manager

Jessica Brooks