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Dan Callahan, CFA

Capasso Planning Partners

56 Broad Street
Suite 3C

Charleston, SC 29401
(843) 3108732

Your Trusted Wealth Partner

About Capasso Planning Partners

Capasso Planning Partners was founded to help provide peace of mind to you and your family as you approach retirement and transition to full retirement. We help clients gain clarity on the tough questions:

Can I afford to retire sooner rather than later?

Am I invested too aggressively, or too conservatively?

How should my portfolio look in retirement?

If the market tanks, will I have enough money to last my lifetime?

Will my family be ok if something happens to me?

What is the best way to transfer my wealth to my heirs?

What is my best strategy for social security and Medicare?

Put simply, at Capasso Planning Partners, our team is here to help you invest smarter, build and maintain wealth, reduce taxes, eliminate debt efficiently, protect your assets, mitigate risks, and plan for your future with the highest confidence.

Services Offered: Investment Management Retirement Planning Financial Planning Tax Planning Employee Benefits Estate Planning College Planning

General Information

CRD#

6111894

Firm CRD#

294673

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Analyst (CFA)

Securities Licenses

Series 65