Your Trusted Financial Partner

Dynamic, proactive, and strategic financial planning solutions for your specific goals

Fee-Only Financial Advisors

At Capasso Planning Partners, our team of independent, credentialed advisors is here to help you navigate the various complexities of your financial life

What CPP can do for you

Portfolio Management

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We help clients constructing customized portfolios that align with their goals and risk tolerance to allow them to reach their high level of financial success. Once a portfolio is built, we manage, monitor, and rebalance the portfolio as needed to ensure our clients are on track.

Retirement Planning

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You want to retire comfortably and Capasso Planning Partners wants to help. Regardless of your age, retirement planning is essential to any financial road-map. Our approach to planning is designed to let you focus on living the life you earned.

Asset Protection

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Capasso Planning Partners is here to structure your portfolio in a way that minimizes your risk exposure and protects the assets you need the most against inflation and fraud all while limiting intrusive creditor access.

Risk Management

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Risk management is about assessing, pricing, and making sound decisions about risk. Our team does a full review of your insurance needs, protecting your assets from being under or over-insured. We make sure that you are protected without paying additional unnecessary premiums.

Estate Planning

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Leaving behind a legacy is important and making sure your assets are transferred in the most efficient way possible is the goal of our estate planning process. Your wishes may include using your assets to help secure your family’s future, support a charitable cause, or your place of worship. Our process makes it easy to have your assets go to the things closest to your heart.

Tax Planning

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From helping with maximizing taking losses, asset depreciation, minimizing your taxable income, and tax-efficient investing the team at Capasso Planning Partners has the experience you need to best maximize your tax situation. Being tax alpha is the best way to maximize returns on both investments and regular income. 

Strategic Partners

Your journey starts here

Take the first step towards a better financial future. World class fee-only financial planning for comprehensive solutions to your unique situation is just a phone call away.

Our Team

As a client of CPP, you’ll enjoy a collaborative experience with our team of credentialed advisors, client service and operations specialists, and associate financial planners.

Charlie Capasso, CFP®

Charlie Capasso, CFP®

Managing Partner

About Charlie

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 in the region. Charlie has also been involved in his local community, volunteered at Habitat for Humanity and the Boys and Girls club, as well as mentored at-risk youth.

Since 2005, Charlie has helped build and create Registered Investment Advisory firms based in Charleston, SC, Chicago, IL, and Lake Tahoe, NV, and recently founded Capasso Planning Partners, LLC. His expertise in advising individuals, families, and businesses in applying strategic financial planning to actualize measured, tangible long-term goals has been the foundation of his career. Equally important is Charlie’s keen understanding that every client’s situation and relationship with their planning and goals are unique and personal. Charlie serves as a fiduciary for his clients and is a fee-only financial advisor.

Charlie and his two sons Angelo and Carlo live on Daniel Island and enjoy golfing, the beach, traveling, and of course, enjoying the different culinary experiences found in the Holy City.

Dan Callahan, CFA®

Dan Callahan, CFA®

Partner, Chief Investment Officer

About Dan
Dan Callahan is a partner and financial advisor at Capasso Planning Partners. As a fee-only advisor, Dan has always believed that the best way to serve his clients and solve their unique financial challenges is through objective, unbiased advice. Dan has extensive experience working in all areas financial planning, including retirement planning, investment management, tax planning, estate planning and risk management.

Prior to joining Capasso Planning Partners, Dan worked for a large fee-only investment advisory firm as a senior advisor and portfolio manager. Here, his focus included managing clients investment portfolios, developing financial plans, implementing wealth management strategies, and advising on small company retirement plans. During this time, he had the privilege of working closely with a diverse group of clients all across the country. Earlier in his career, Dan worked as an investment analyst and operations manager for a fee-only investment advisory firm.

Dan is a graduate of the College of Charleston, where he earned his Bachelors degree in Business Administration with a concentration in Finance. Dan passed the Series 65 exam in 2011 and holds the Chartered Financial Analyst® designation, one of the most recognized and respected credentials in the industry. Outside of work, Dan is active in multiple basketball leagues, enjoys playing golf, and likes being outside as much as possible taking in the perfect Charleston weather.

Drew Hendricks, CFP®

Drew Hendricks, CFP®

Partner, Chief Financial Officer

About Drew

Drew Hendricks was born on Long Island, New York, but spent much of his childhood in the Charlotte area. After high school, he began his studies at the College of Charleston. In 2008, he received a B.S. in Business Administration with a concentration in finance. While in college he fell in love with the area, and decided that after graduation he would stay in Charleston to begin his career as a financial advisor.

Drew has been an advisor since 2008, and he became a financial advisor because of an experience in his past. His father passed away from cancer in the summer of 2002 and he witnessed how, with proper planning, finances do not have to become a burden for families who find themselves in tough circumstances. This is when Drew decided to make financial planning his life’s work, so that he could help others in the way that his family had been helped. This is also why you may see him in the halls of MUSC, as he regularly volunteers in the Hollings Cancer Center.

In early 2020, he decided to make the change to Capasso Planning Partners to fulfill personal and professional goals of giving 100% unbiased advice, made possible by the fee-only planning structure at Capasso. He believes, through his experience, this is the best model to unite the client and advisor towards the client’s goals, as it ties them to each others’ success.

In his free time he enjoys traveling the world, spending time with his wife, golfing, and taking advantage of everything Charleston (the place he’s called home since 2004) has to offer.

George Ramsay, CFP®

George Ramsay, CFP®

Partner & Senior Wealth Advisor

About George
George Ramsay is a partner and financial advisor at Capasso Planning Partners. He is a fee-only advisor because he believes that the best way to help his clients solve all their unique financial challenges is through objective and unbiased advice. George is a graduate of the Darla Moore School of Business at the University of South Carolina, where he earned his bachelor’s degree in business administration with a concentration in Finance and Management. He then furthered his education at the College of Charleston earning his Master’s in Business Administration with a focus in Finance. George has passed the Series 65 exam. He is an active member of the community and a member of multiple organizations, including the Palmetto and Hibernian Societies, and is currently studying to pursue the CFP designation.

George was born and raised in the city of Charleston. He loves indulging in the many events and festivals the city has to offer throughout the year. He spends much of his free time taking advantage of the wonderful year round weather by partaking in many outdoor activities and supporting the local sports teams.

Bill McNeer, CFP®, AIF®, CLTC®

Bill McNeer, CFP®, AIF®, CLTC®

Partner & Senior Wealth Advisor

About Bill

Bill is a New Jersey native but has called North Carolina home for over 40 years. He earned his bachelor’s degree in economics and is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience helping individuals. Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board’s rigorous requirements and pass the comprehensive CFP® Board Certification Exam can call themselves a CERTIFIED FINANCIAL PLANNER™ professional. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest.

He focuses his practice on comprehensive financial planning for high net worth individuals and small business owners seeking to maximize the most efficient corporate retirement plan while mitigating their taxes. He also has a focus on individuals experiencing a divorce and the equitable distribution of martial assets.

As a proud member and local Winston-Salem chapter president of the Society for Financial Awareness (SOFA), Bill donates his time in the community conducting no-cost workshops and seminars for individuals, companies, and organizations to help educate the public on financial awareness. For the past several years, Bill has taught non-credit continuing-education financial planning courses at local community colleges. He has also volunteered on the board of CareNet Counseling, where he served as Vice President. This community-based, non-profit organization is affiliated with Wake Forest Baptist Health and focuses on helping clients to restore and maintain their mental wellness.

Bill has been happily married for over 22 years and has three beautiful children and one grandchild. In his spare time, he enjoys spending time with his family, bodybuilding, golf, reading, and Notre Dame Football.

Kirk Matenaer, CFP®

Kirk Matenaer, CFP®

Partner & Senior Wealth Advisor

About Kirk

Kirk is a partner and wealth advisor at Capasso Planning Partners, where he serves as an Investment Advisor Representative (IAR) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. With over 20 years of experience in financial services Kirk enjoys putting the strategies in place that help clients take control of their financial success. He provides comprehensive wealth management, including conducting analysis, providing recommendations, and assisting with plan implementation. His approach is based on the belief that true planning is an ongoing process requiring continued advisor-client engagement.

Kirk was a college baseball player and holds a degree in Environmental Science with minors in Literature and Philosophy from Eckerd College in St. Petersburg, Florida. He earned his Financial Planning Certificate from The University of Georgia Terry College of Business.

Originally from the Chicago area, Kirk has been in Charleston since 2003. He’s married to his college sweetheart, a native Charlestonian and together they have two children, three dogs and a cat. Kirk is an active community and board member in local service organizations and he is passionate about his active lifestyle including sports, yoga, hiking, cooking, and travel.

Michael O'Connor, CFP®

Michael O'Connor, CFP®

Partner & Senior Wealth Advisor

About Michael

Michael was born in New York City and spent his childhood growing up in Northern New Jersey suburbs in a family of 7. After high school Mike played football at Trinity College in Hartford, CT where he was a 3 year starter and also received his bachelor’s degree in political science in 2010. After graduation Mike moved back to the tri-state area and started working in financial services, Mike spent the last 13 years working for two large financial institutions and became a financial advisor in 2014, where he received his series 66, series 7, health and life insurance licenses and eventually the CFP designation in 2015. Working with High Net Worth individual clients and small businesses, Mike has always believed the most important thing we can do for a client is to have sound planning tactics and strategies. Michael has extensive experience in retirement, estate, investment, insurance and cash flow planning.

Mike joined Capasso Planning Partners in 2023, because he believes the fee-only advisory service keeps a client’s best interest at the front all the time. This way Mike can provide unbiased advice and guidance to clients that will provide them the best opportunity to succeed. Growing up with a large family and seeing situations in his personal life has reinforced the need to always have a plan at the foundation of any major decision. Financial planning has been the bedrock of Mike’s practice management for the last 13 years and he wanted to work at the place that puts the same emphasis on it as he does.

Mike and his wife currently reside in Charleston, they have been there since September 2023. He is an avid golfer and loves rooting for his New York sports teams. Mike also enjoys spending time with his family and being active in his spare time

 

Lauren Brotherson

Lauren Brotherson

Associate Wealth Advisor

About Lauren
Lauren Brotherson is an Associate Financial Planner with an eye for numbers. After graduating from UC Santa Barbara with a bachelor’s degree in Physics, she decided to direct her analytical skills to the world of finance. Lauren passed the CFA® Level I exam above the 90th percentile and intends to sit for the CFA® Level II exam in May 2023.

Lauren strives for perfection in her work and never stops improving her skills — qualities she developed in her time with the world champion Blue Devils Drum & Bugle Corps and by becoming an avid surfer.

Before coming to Capasso Planning Partners, Lauren spent time as a private educator, as well as founding multiple ventures. Her first venture as Founder and CFO brought to market a motorcycle visor with electronically controlled tint, and her most recent is a 3D design firm.

You’ll rarely find Lauren far from the beach in sunny California, where she lives, works, and plays. When she’s not hard at work helping her clients, Lauren can be seen on a surfboard, a skateboard, or a road bike.

Chris Bailey, CPA

Chris Bailey, CPA

Managing Tax Advisor

About Chris

Chris Bailey joined Capasso Planning Partners in June 2022 and is the managing tax advisor for Capasso Tax Planning. He brings 15+ years of experience in complex personal and corporate tax planning and preparation. His personal tax planning work includes advising clients through complex real estate tax situations, section 1202 qualified small business stock gain exclusions, 83B elections, business entity formation, and planning around liquidity events.

Chris has a Master of Science Degree in Accounting with a focus in Taxation and a Bachelor of Business Degree in Accounting from James Madison University.

Chris lives in Mount Pleasant, South Carolina and enjoys traveling, the beach, surfing and fitness

Jessica Brooks

Jessica Brooks

Operations Manager

About Jessica

Jessica Brooks is the Director of Operations at Capasso Planning Partners. She is a native of Rock Hill, SC and currently lives in Kentucky. Jesi graduated from Newberry College in 2012 with a degree in English and a minor in Business Administration. She has an amazing husband, Ben, and the two best dogs, Sumter & Bonnie, that bring a ton of laughter and joy to her life. They move a lot and have lived in multiple states and countries! Jesi and her family love adventure and traveling. Jesi’s background is in Fintech Operations and banking, both of which led her to realize the importance of the people in the background making things happen. If she has free time, Jesi loves to listen to live music, read, spend time with friends and family, or visit a place she’s never been.

Jessica enjoys tackling administrative and operational burdens in order to free up valuable time for the advisors so they can better focus on their clients’ needs and relationships. She has worked with multiple custodians and firms and has carved a niche coordinating between advisors, their clients, and custodians to make everyone’s experience as seamless and painless as possible.

Moira Embrey

Moira Embrey

Operations Manager

About Moira
Moira joined Capasso Planning Partners in July 2021. She lives in Central Texas with her husband and baby boy. Moira graduated with a Bachelor of Arts in Mass Communication. Her background includes legal content operations, financial publishing, content management and administrative functions. Prior to joining the firm, she worked for corporations such as Thomson Reuters and Wells Fargo. Her previous job includes working with attorneys to publish legal content and daily monitor legal and business news.

She was also responsible for production processes and reviews processes to identify, coordinate and implement improvements to various workflows. She also did a short stint in document automation working with contracts and other legal documents. Additionally, in Wells Fargo, she partnered with credit consultants to draft and update business procedures. After working for these corporations, she started working remotely drafting business plans, sales pitches, presentations, reference material, doing research and administrative support to the CEO and financial advisors.

Moira enjoys traveling, fishing and just started loving the art of baking!

Your journey starts here

With teams in Charleston and Austin, we’re looking forward to hearing from you. Fill out the form below to set up a time to talk about where you are in your financial journey and how we can help you get further.

Charleston

635 East Bay Street, Suite C
Charleston, SC 29403
843-608-8487

Lets get to work on your future