Capital Planning Partners is a San Jose-based wealth management firm that offers comprehensive financial planning and investment advisory services to high net worth individuals, corporate executives, business owners, and entrepreneurs. With a focus on trust, understanding, and thoughtful counsel, their experienced team provides personalized guidance and objective advice to help clients preserve and grow their wealth while simplifying the complexity of their financial affairs.
As an independent firm, Capital Planning Partners takes pride in their holistic approach, integrating wealth planning with investment management to create a lasting legacy for their clients. They specialize in areas such as retirement planning, estate planning, business transition strategies, and corporate retirement plans, providing unbiased advice and complete transparency. With a mission to educate their clients on their alternatives and deliver strategic guidance, Capital Planning Partners aims to ensure financial security and real growth in their clients' portfolios.
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