wiseradvisor

Capital Planning, LLC.

Tel: (425) 643-1800
10900 Northeast 4th Street
Suite 1030
Bellevue, Washington  98004
Capital Planning, LLC. | Financial Advisor in Bellevue,Washington

About Capital Planning, LLC.

From the beginning, one of Capital Planning's guiding principles has been to deliver independent and unbiased advice to assist our clients as they navigate through significant life decisions that impact their wealth. Our clients rely on our experience and time-tested strategies to help guide them through major life events such as retirement, the sale of a business, or planning their family legacy. Our senior advisors have an average of over 25 years of wealth management experience and have been with Capital Planning for an average of 15 years. This provides our clients with confidence in the commitment and stability of our advisory team. We strongly believe that our structure as a fee-based registered investment advisory firm positions us to offer the best solutions to our clients. As an independently owned organization, we are not affiliated with any other financial institution. Our advisory team represents the interests of our clients through objective, independent investment and


General Information

Year Established:   1983
Services:   Wealth and Retirement Planning, Investment Management, Estate Planning

Office Hours

Monday   07:30 AM - 04:00 PM
Tuesday   07:30 AM - 04:00 PM
Wednesday   07:30 AM - 04:00 PM
Thursday   07:30 AM - 04:00 PM
Friday   07:30 AM - 04:00 PM

Social Media

twitter facebook



* Advisor information is provided in partnership with Yext