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.