About

Capital Planning Partners is a leading financial services firm serving high net worth private and corporate clients. My clients include individuals and families, corporate executives, business owners and entrepreneurs. Originally founded in Silicon Valley, today I serve clients nationwide.

I established my firm on one overriding principle: to provide the highest level of investment and financial advice in the best interest of my clients. I offer comprehensive financial advice, highly personalized wealth planning strategies and disciplined investment management to capture opportunity while minimizing risk. And my independent, open-architecture platform enables me to provide complete transparency and gives me the flexibility to offer a full range of investment options.

With over 75 years of experience, the breadth and depth of expertise is what sets me and my advisors apart. By combining backgrounds in finance, investments, business, consulting and financial planning, assembled a group of advisors whose distinct mission is to serve the individual needs of each client across all their life stages. My advisory team is uniquely qualified to assist with all facets of wealth planning, including investment management, retirement planning, asset preservation, estate planning, life insurance and charitable giving. For my corporate clients, I provide consulting and investment advisory services on retirement plans and advise them on a variety of executive compensation programs.

Managing my clients’ wealth is a privilege; and I take this responsibility very seriously. From the beginning, I’ve been committed to delivering exceptional advice and personalized guidance to each of our clients in an independent, objective and integrated fashion. I believe this framework provides me with the best opportunity to successfully protect and grow my client’s wealth.