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Anthony Okun

Client Manager at Capital Planning Advisors

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CAPITAL PLANNING ADVISORS

CAPITAL PLANNING ADVISORS

  • description Description
    Family, Business & Legacy Wealth Advisors Based in Roseville & Walnut Creek, Capital Planning Advisors is a Registered Investment Advisor (RIA) providing affluent families, individuals, busin...

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  • Employees count Employees 11-50
  • Revenue Revenue 250 Million to 500 Million
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Capital Planning Advisors Org Chart and Mapping

Employees

Karin Le

Senior Wealth Advisor

Terry Chiu

Portfolio Manager, Vice President of Investment Research

Michael Sollazzo

Partner & Wealth Management Counsel

Angelica Powell

Customer Service Specialist

George Sutcliffe

Vice President of Operations

Frequently Asked Questions Regarding Anthony Okun

Answer: Anthony Okun works for Capital Planning Advisors as Client Manager

Answer: Anthony Okun’s role in Capital Planning Advisors is Client Manager

Answer: Anthony Okun's email address is a***@gmail.com

Answer: Anthony Okun's business email address is a****@capitalplanningadvisors.com

Answer: Anthony Okun’s direct phone number is (***)-***-****

Answer: Anthony Okun works in the industry of: Financial Services

Answer: Anthony Okun works Capital Planning Advisors located at 1420 Rocky Ridge Drive, Roseville, California, 95661, United States

Answer: Capital Planning Advisors's Client Manager is Anthony Okun

Answer: Anthony Okun contact details:

  • Phone number  :  (***)-***-****
  • Email  :  a****@capitalplanningadvisors.com

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