Capasso Planning Partners

Capasso Planning Partners is a financial planner in Charleston, SC. The firm provides fee-only financial planning services to individuals, families, and businesses. The team of credentialed advisors, client service specialists, and associate financial planners constructs customized portfolios aligned with specific goals and risk tolerance. Services include managing, monitoring, and rebalancing portfolios to assist with retirement planning. The firm offers risk management through insurance reviews to prevent being under or over-insured, and estate planning designed to facilitate the efficient transfer of assets to family, charities, or places of worship. The team also focuses on tax-efficient investing, which involves strategies such as maximizing losses, asset depreciation, and minimizing taxable income.

The advisory team includes Charlie Capasso, a CFP professional who has been active in the industry since 2005 and has served on the board of the SC Financial Planning Association. He holds a degree in Business Administration and Finance from The University of Vermont. Michael joined the firm in 2023 and has worked in financial services since 2014. He holds Series 66 and Series 7 licenses, as well as health and life insurance licenses, and earned his CFP designation in 2015. His experience includes retirement, estate, investment, insurance, and cash flow planning for high net worth individuals and small businesses.

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Services:

• Asset Protection
• Portfolio Management
• Retirement Planning