Capasso Planning Partners is a trusted financial planning firm based in Charleston, SC, offering dynamic and strategic solutions tailored to individual goals. Their team of independent, credentialed advisors provides comprehensive services including portfolio management, retirement planning, asset protection, risk management, estate planning, and tax planning.
With a focus on personalized financial roadmaps, Capasso Planning Partners helps clients navigate the complexities of their financial lives, ensuring their assets are protected, risks are managed, and legacies are preserved. Led by Managing Partner Charlie Capasso and Partner Dan Callahan, the firm's expertise and commitment to client satisfaction make them a reliable choice for those seeking a better financial future.
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