Our firm is committed to integrity, clarity and excellence in providing multidisciplinary personal service found only at a boutique organization, delivered by experienced and dedicated professionals.

To each client we dedicate a team of senior principals focused on the client’s investment objectives, wealth and business structure, and unique personal circumstances.

Capital Planning Advisors principals invest meaningful personal capital in investments recommended to clients, creating long term and conflict free alignment with client interests and goals.

Our core services include investment advisory, strategic and tactical asset allocation, and implementation, as well as acting as primary investment strategist (chief investment officer) for family groups, closely held business organizations, non-profit institutions and private foundations. Complementing our investment services, we develop and implement individualized consultative tax, estate and business succession strategies for clients seeking to grow, preserve and transfer their wealth and business interests to future generations and philanthropic interests.

Partners

Lawrence A. Hansen
Lawrence A. HansenPartner & Founder

Larry Hansen is a Financial Advisor, Partner and Founder of Capital Planning Advisors. His areas of expertise include…Read More

Brian Pretti, CFA, CFP®
Brian Pretti, CFA, CFP®Partner & Chief Investment Officer

Brian has been an investment management professional for over three decades. Prior to joining Capital Planning Advisors…Read More

Jim Wilson
Jim WilsonPartner & CEO

Jim has specialized as an advisor to wealthy individuals, families, and business owners in the Sacramento and the Bay…Read More

Michael Sollazzo, Esq., CPA (Inactive)
Michael Sollazzo, Esq., CPA (Inactive)Partner & Wealth Management Counsel

Michael is a Financial Planner and an attorney with a tax background and more than a decade of managing complex …Read More

Advisors

Terry Chiu, CFA, CFP®
Terry Chiu, CFA, CFP®Portfolio Manager
Vice President of Investment Research

Terry has more than 20 years of experience as a portfolio manager and research analyst. Read More

Chris Ressa
Chris RessaFinancial Advisor, Retirement Specialist

Chris Ressa is a Financial Advisor and Retirement Specialist with Capital Planning Advisors, focusing on individuals, families and business owners….Read More

 

Team Members

George Sutcliffe
George SutcliffeVice President of Operations

George is a driven and customer focused leader with experience in real estate, private investing, telecommunications…Read More