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www.capplanllc.com, capplanllc.com, capplanllc, www.capitalplaningcorp.com, capitalplaningcorp.com, capitalplaningcorp, Skyline Tower , Northeast 4th Street , Bellevue WA 98004, washington, Wealth Planning, Investment Management, Family Legacy Planning, Michael D. Miller, CFP®, ChFC, Chairman and CEO, James E. Kelley, Jr. CFP® , President and COO, Stephen P. Emanuels, CFP®, CPA/PFS, CIMA, Director of Investment Manager Research, J. Michael Quigley, CFP®, Director of Advisory Services, David L. Dunn, CFP®, CPA, PFS, Senior Financial Advisor, Advisors, Investment Consultants, Brenda J. Lee, AAMS ©, Client Service Associates, Amy C. Deur, Courtney M. OKelly, Tina Dabir, Office Manager, Steve Handley, Portfolio Administrator
Capital Planning, LLC is an independent investment advisor serving both individual and business clients. Founded in 1983, we serve Boeing Executives & Managers with retirement planning, personalized portfolio management and retirement portfolio distribution. For High Net Worth Accounts $500K+. Offering ongoing education through workshops and webinars. Home of the Personal Financial Website.
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