Jim W is the Partner & CEO at Capital Planning Advisors based in Roseville, California, United States.
Jim W
Partner & CEO at Capital Planning Advisors in Roseville, California, United States
Verified profile
j***@capitalplanningadvisors.com
Job Title
Partner & CEO
Company
Capital Planning Advisors
Location
Roseville, California, United States
Seniority
C_suite
Industry
Financial Services
Company Size
13 employees
Work Email
j***@capitalplanningadvisors.com
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Colleagues at Capital Planning Advisors
Other verified contacts at Capital Planning Advisors.
Chris RessaFinancial Advisor, Retirement Specialist at Capital Planning AdvisorsMelanie SorensenOperations Assistant at Capital Planning AdvisorsBrian PrettiPartner & Chief Investment Officer at Capital Planning AdvisorsJim WilsonPartner & CEO at Capital Planning AdvisorsLarry HansenFounder at Capital Planning AdvisorsMichael SollazzoPartner & Wealth Management Counsel at Capital Planning AdvisorsJason BellChief Investment Officer, Managing Director at Capital Planning AdvisorsGeorge SutcliffeVice President Of Operations at Capital Planning Advisors
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Frequently asked
What is Jim W's email address?
Jim W's work email follows the pattern j***@capitalplanningadvisors.com. Reveal it free.
What does Jim W do?
Jim W is the Partner & CEO at Capital Planning Advisors.
Where is Jim W based?
Roseville, California, United States.
Who is the Partner & CEO at Capital Planning Advisors?
Jim W.
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