$200MM AUM | $1.5MM GDC in San Jose, CA
Member is Interested In:
Subject line: Bay Area, CA and surrounding listings
Thank you for the opportunity for Capital Planning Partners to submit the additional information below. Please feel free to contact me directly.
Capital Planning Partners is a growing independent firm in downtown San Jose. We submitted an inquiry for this listing last month. In reviewing your listing, we believe that we are an excellent match. We appreciate the opportunity to provide the following expanded inquiry for your consideration.
Capital Planning Partners, LLC.
Years in Industry: 40 years
Years in Business: 16 years
Location of Your Practice: Downtown San Jose, CA
Affiliation/Broker Dealer: Cambridge Investment Research, LLC
Preferred Contact Phone Number: (___-___-____
Source of Down payment: Continuity Partners Group, Inc.
Gross Income Earned Last 12 Months By Practice: $1.5+mm
Capital Planning Partners provides exceptional wealth management and investment advisory services with offices in downtown San Jose. Originally founded in Silicon Valley, we serve high net worth private and corporate clients nationwide. We have experience with and understand the needs of clients in this area including tech industry professionals, business owners, physicians, etc. With over $1.5M / year in GDC, we are well positioned for growth and are planning to open offices in strategic cities around the Bay Area. Our partnership with Continuity Partners Group provides access to financing and we are well positioned with a significant downpayment.
With the support of our Broker/Dealer, Cambridge Investment Research, Inc., and Registered Investment Advisor, Cambridge Investment Research Advisors, Inc., our unique structure allows us to experience the freedom of true independence while growing through innovative solutions. Clients appreciate our unique culture of personalized service and team approach. With more than 75 years of combined industry experience, our overriding principle is to provide the highest level of investment and financial advice in the best interest of our clients. We are 100% fee based.
Our independent, open-architecture platform enables us to provide complete transparency and gives us the flexibility to offer a full range of investment options. Our staffing, technology and processes easily allow us to transition client relationships.
Our specialties include Investment Management, Financial & Strategic Planning, Estate Planning & Wealth Transfer, Life Insurance Planning, Family Wealth Counseling, Equity Compensation Planning and Divorce Financial Consulting.
In reviewing your listing, we feel that there are a number of synergies between our firms that would make Capital Planning Partners an excellent partner. In our role as a fiduciary, we deliver objective, unbiased advice to help clients understand their alternatives, and we always put their needs first. Our wealth of experience and understanding of the clients in the Bay Area would be highly beneficial. We have financing in place and are well positioned to open new offices in the area, with Certified Financial Planner® and Certified Financial Analyst designations within our team. We have many satisfied clients, a culture others want to be part of and an extensive network of strategic partners.
Additional information about our firm and team members is available at ___ Please contact Ken Noonan at (___-___-____ (office) or (___-___-____ (mobile) with any questions or to schedule a meeting.
Capital Planning Partners, LLC
One Almaden Blvd.
San Jose, CA 95113