Jason CFA

Partner & Chief Investment Officer at Capital Planning Advisors - Roseville, Prince Edward Island, Canada

Jason CFA's Colleagues at Capital Planning Advisors
Michael Sollazzo

Partner & Wealth Management Counsel

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Angelica Powell

Customer Service Specialist

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Chris Ressa

Financial Advisor, Retirement Specialist

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Karin Le

Senior Wealth Advisor

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Amanda McCormack

Client Support Specialist

Contact Amanda McCormack

Lisa Goudy

Client Operations

Contact Lisa Goudy

Jason Bell

Chief Investment Officer, Managing Director

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Capital Planning Advisors
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Capital Planning Advisors

Roseville, Prince Edward Island, Canada • 11 - 50 Employees
Financial Services

Family, Business & Legacy Wealth AdvisorsBased 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 financial planning services.Services offered through Capital Planning Advisors, LLC, a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Capital Planning Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Capital Planning Advisors, LLC unless a client service agreement is in place.

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Frequently Asked Questions about Jason CFA
Jason CFA currently works for Capital Planning Advisors.
Jason CFA's role at Capital Planning Advisors is Partner & Chief Investment Officer.
Jason CFA's email address is ***@capitalplanningadvisors.com. To view Jason CFA's full email address, please signup to ConnectPlex.
Jason CFA works in the Financial Services industry.
Jason CFA's colleagues at Capital Planning Advisors are Michael Sollazzo, Angelica Powell, Chris Ressa, Karin Le, Amanda McCormack, Lisa Goudy, Jason Bell and others.
Jason CFA's phone number is
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