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Charlie Capasso

Co-Founder, Financial Advisor, Owner & Managing Partner

Capasso Planning Partners

United States, South Carolina, Mount Pleasant

About Me

Charlie Capasso grew up in Atlanta, GA, where he played competitive soccer from a young age and graduated from Marist High School. He is a graduate of The University of Vermont, where he obtained his Bachelors degree in Business Administration and Finance. Charlie completed his CFP® coursework at Boston University and achieved the CFP® marks in 2009. He has been on the board of the South Carolina Financial Planning Association, has been quoted in the Wall Street Journal and US News & World Report, and interviewed on SC National Public Radio. In his community he has given workshops at the Medical University of South Carolina and for other local businesses to promote financial literacy

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Profile Information

Co-Founder, Financial Advisor, Owner & Managing Partner

Capasso Planning Partners

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Mount Pleasant

South Carolina

United States

Sep 17, 2024

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