Charles Capasso (CFP®)

Charles Capasso focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

For over 14 years, I have used my expertise in advising and guiding individuals and families in applying strategic financial planning to actualize measured, tangible long term goals.

Additional Information

I work with a select group of individuals, business owners, and family groups who see the value in Fee-Only comprehensive financial planning. I help these clients achieve their financial goals by helping them create, implement, and monitor their LIVING financial plan. Financial planning is a process not a product.

NAPFA Start Date

December 01, 2011


This Office

56 Broad St Suite 3C Charleston, SC 29401-2911 Phone: (843) 598-1665