Capasso Planning Partners was founded to help provide peace of mind to you and your family as you approach
retirement and transition to full retirement. We help clients gain clarity on the tough questions:
Can I afford to retire sooner rather than later?
Am I invested too aggressively, or too conservatively?
How should my portfolio look in retirement?
If the market tanks, will I have enough money to last my lifetime?
Will my family be ok if something happens to me?
What is the best way to transfer my wealth to my heirs?
What is my best strategy for social security and Medicare?
Put simply, at Capasso Planning Partners, our team is here to help you invest smarter, build and maintain wealth, reduce taxes, eliminate debt efficiently, protect your assets, mitigate risks, and plan for your future with the highest confidence.
Services Offered: Investment Management Retirement Planning Financial Planning Tax Planning Employee Benefits Estate Planning College Planning
Dan Callahan is a partner and wealth advisor at Capasso Planning Partners. As a fee-only advisor, Dan has always believed that the best way to serve his clients and solve their unique financial challenges is through objective, unbiased advice. Dan has extensive experience working in all areas financial planning, including retirement planning, investment management, tax planning, estate planning, cash flow analysis and risk management.
Prior to joining Capasso Planning Partners, Dan worked for a large fee-only investment advisory firm as a senior advisor and portfolio manager. Here, his focus included managing clients investment portfolios, implementing wealth management strategies, and advising on small company retirement plans. During this time, he had the privilege of working closely with a diverse group of clients all across the country. Earlier in his career, Dan worked as an investment analyst and operations manager for a fee-only investment advisory firm.
Dan is a graduate of the College of Charleston, where he earned his Bachelors degree in Business Administration with a concentration in Finance. Dan passed the Series 65 exam in 2011 and holds the Chartered Financial Analyst® designation, one of the most recognized and respected credentials in the industry. Outside of work, Dan is active in multiple basketball leagues, enjoys playing golf, and likes being outside as much as possible taking in the perfect Charleston weather.
Capasso Planning Parters Voted #1
Details:Capasso Planning Parters Voted #1 Wealth Management firm in Charleston.