Charles D. Capasso,  CFP<sup>&reg;</sup> - Financial Advisor

Charles D. Capasso, CFP®

Owner, Financial Advisor

Capasso Planning Partners, LLC

56 Broad St, Suite 3C
Charleston, SC 29401
(843) 598-1665

General

Charles Capasso is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capasso Planning Partners, LLC in Charleston, SC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Business Taxes, Estate Planning, Disaster Recovery, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Real Estate, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources