Who We Are

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 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.

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 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.

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 currently lives in Hoboken, NJ with his fiance. 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.

When you grow up with an Army Drill Sergeant for a father, you learn a thing or two about getting things done. That’s the case with CPP team member Dee Northern. Growing up an Army brat, Dee quickly learned that the key to success is taking time to learn things the right way, and then doing them over and over again. It’s a lesson he puts into practice every day working to ensure the best possible futures for his clients.

A graduate of Old Dominion University, where he studied finance and psychology, Dee started his professional career at Edelman Financial as a Client Service Associate working with several large tenured Executive Financial Planners. His next role was as an advisor with Buckingham Strategic Wealth, where he focused on retirement planning, investment management, estate planning and tax planning in addition to serving on the Diversity Equity & Inclusion Council – an extension of the Board of Directors. Dee is proud to have helped lead the firm’s effort to develop more equitable and inclusive business practices – something he cares deeply about.

Dee is a Certified Financial Planner (CFP®) and has received his Series 7, 63 and 65. When he’s not helping clients, Dee enjoys travel, practicing Muay Thai, playing basketball and spending time as a volunteer with the AARP.

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 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.