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Capital Planning Advisors, Inc.
We are an independent Investment Advisory firm, performing Fee Based Financial Planning, Estate, Succession, Buyout, Retirement planning. In addition, we provide Insurance, Life, Disability, Long Term Care, Annuity, Investment Review, Stock, Bond, Mutual Fund, Review, Split Dollar, Deferred Comp Compensation, BOLI, COLI, ERISA 409(A) Reviews, Executive Carve-out, Wealth, Charitable, Family Limited Partnership, Transfer, ILIT, GRAT. Our practice serves Northern California, with our offices located in Downtown Sacramento, NFP, a Federal Registered Investment Advisor.
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