About Capital Planning Advisors
Capital Planning Advisors is a Financial Service company, headquartered in Roseville, with 51 - 200 employees and annual revenue of $5M - $20M.
Family, Business & Legacy Wealth Advisors Based in Roseville & Walnut Creek, Capital Planning Advisors is a Registered Investment Advisor (RIA) providing affluent families, individuals, businesses and institutional clients with wealth management, business succession planning and comprehensive financ...
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Capital Planning Advisors Company Highlights
Phone Number
(916) 286-xxxx
Corporate Office Address
1420 Rocky Ridge Drive
Roseville, 95661
Website
Capital Planning Advisors Org
Capital Planning Advisors has 1 C-Level, 2 VP, 2 Manager, 1 Senior, and 4 Other employees.
Capital Planning Advisors Decision Makers
- CEOJim Wilson
Capital Planning Advisors's Tech Stack
Frequently Asked Questions About
Capital Planning Advisors
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Who is the CEO of Capital Planning Advisors?
The CEO of Capital Planning Advisors is Jim Wilson. See full contact details ›
How many senior employees does Capital Planning Advisors have?
Capital Planning Advisors has 6 senior employees that are typically used for decision making.
Who are the key decision makers at Capital Planning Advisors?
Key decision makers at Capital Planning Advisors include Jim Wilson (CEO). See full contact details ›
What technologies does Capital Planning Advisors use?
Capital Planning Advisors uses technologies including Apache HTTP Server, Backbone.js, and Chart.js.
How do I contact Capital Planning Advisors?
To contact Capital Planning Advisors, visit capitalplanningadvisors.com.
What companies are similar to Capital Planning Advisors?
Companies similar to Capital Planning Advisors include DRW, Fortress Investment Group, and Brevan Howard.
Where is Capital Planning Advisors headquartered?
Capital Planning Advisors is headquartered at 1420 Rocky Ridge Drive, Roseville.
What is the main phone number for Capital Planning Advisors?
The main phone number for Capital Planning Advisors is (916) 286-xxxx.
What is the official website for Capital Planning Advisors?
The official website for Capital Planning Advisors is capitalplanningadvisors.com.
What is the annual revenue of Capital Planning Advisors?
The annual revenue of Capital Planning Advisors is $5M - $20M.
How many employees does Capital Planning Advisors have?
Capital Planning Advisors has 51 - 200 employees.
What industry is Capital Planning Advisors in?
Capital Planning Advisors is in the Financial Service industry.
Last updated: June 19, 2025