Kevin Simpson is the Founder and CEO of Capital Wealth Planning (CWP), which he established in 2005. Under his leadership, the firm has grown to manage over $12 billion in assets. Originally from Philadelphia, Kevin developed a passion for investing early in his career at W.H. Newbold’s Son & Company, focusing on high-quality, blue-chip stocks. A recognized voice in the financial industry, Kevin is a frequent contributor on CNBC and hosts the CoveredCall podcast, where he interviews leading investment professionals to provide expert insights and market analysis. He earned his finance degree from George Washington University. Kevin lives in Naples, Florida, with his wife, JoAnna, their
Kevin Simpson
Founder, Chief Executive Officer and Chief Investment Officer
Capital Wealth Planning LLC
United States, Florida, Naples
About Me
Profile Information
Founder, Chief Executive Officer and Chief Investment Officer
Capital Wealth Planning LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Naples
Florida
United States
Aug 28, 2025
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