Who We Are
We help guide individuals and families through complex financial problems to actualize tangible long-term goals.
Here to help
The team at Capasso Planning Partners is here to help you and your family meet your financial goals. Every person is different. Every goal is different. That’s why you need someone who is there to listen and help craft a strategy that is built for you and only you. It’s what we do every day, and we’re proud of our work.
Why Choose CPP
Honest Advice, Honest Advisors
Trust is essential in any fiduciary relationship. We don’t expect you to fully trust us at our first meeting. Who would? We just met and we’re talking about your financial future here. Our business is built on relationships, and our success is measured by the long-term success of our clients. We only hire honest advisors and straight talkers. It’s the reason when people walk through our doors to talk about their future, they tend to stay a while.
Fee-Only Financial Advice
We are paid by our clients, not by earning commissions for selling life insurance or mutual funds or any other financial product. Unfortunately, we can’t say the same for every advisory out there. One of the reasons we can do this is that we’re fully independent. We don’t have to prop up partner or parent businesses by treating our clients like commodities. We know that you’re a person with hopes, dreams and goals for the future, just like us.
Our planning methodology is both highly personalized and proactive. We pride ourselves on taking a unique approach to understanding every aspect of both your short and long-term goals. The end result is a plan that is just as customized as it is comprehensive – helping you manage your money and plan for the financial future you’ve always dreamed of.
Charlie Capasso, CFP®
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®
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, CRPC®
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.
Drew Hendricks, CFP®
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 girlfriend, golfing, and taking advantage of everything Charleston (the place he’s called home for 15 years) has to offer.
Angel Escobedo, CFP®
Angels’ primary goal as a financial planner is helping his clients light a financial path to dignity, awareness, hope and a worry-free life. Angels experience working with both the large broker-dealers and small family offices has allowed him to create a financial planning experience that is both personal and actionable allowing the client to achieve financial peace of mind faster.
Angel is an active volunteer in VITA, which is a nonprofit program that assists low-income individuals in getting their taxes done free-of-charge. Being involved in this program to help give back to the community is something Angel takes pride in.
In his free time, Angel enjoys being active, trying out new locally-owned restaurants, breweries, theaters, and other local businesses.
Stacy Chretien, CFP®
She brings 25 years of financial services experience, specializing in guiding clients through life’s many transitions. Her expertise includes developing customized retirement and estate plans, as well as developing investment and tax minimizing strategies. Stacy collaborates with Tax Professionals, Estate Attorneys and Other Trusted Advisors, sharing ideas and leveraging their expertise to ensure effective and efficient implementation of financial recommendations.
Stacy started her career practicing as a Certified Public Accountant® with Deloitte, serving financial services, real estate and non-profit companies. She subsequently joined Charles Schwab, serving in many capacities including internal audit and strategic analysis, before transitioning to serve clients as a financial advisor. In addition to her CPA® designation, she is also a Series 66 Registered Investment Advisor® and a Certified Financial Planner®.
Stacy was raised in the San Francisco Bay Area with strong family ties to Lafayette, Louisiana. She graduated from California State University, Hayward, with a BS in Business & Accounting, and earned a Master’s Certificate in Personal Financial Planning through the College of Financial Planning. She currently resides in Oakland, California with her two dogs, Linus & Doug. Personal fitness and connection with her community are important. Stacy enjoys being outdoors as much as possible, exercising and hiking with friends, and volunteering in her community – Hopalong Animal Rescue and The Jr Center of Arts & Science are her favorites.
Dan Goldstein, CFP®
Before coming to Capasso Planning Partners, Dan spent 2 years working as a senior wealth advisor for a large registered investment advisor in Southern California. Prior to his move to California, Dan spent 8 years working as a senior investment advisor in the private wealth group of a large multi-national bank at their US headquarters in Chicago. He also has experience as a market maker in the US Treasury bond markets for a Chicago based trading firm.
At CPP, Dan enjoys leveraging his expertise to solve unique financial challenges for a diverse group of high-net-worth individuals and families from different industries and backgrounds. He’s excited about the opportunity to join the Capasso Planning Partners serving families across the country while contributing to the growth of the firm.
Dan relocated back to Chicago in 2020, after spending 2 years in San Diego, to be closer to family. A former Division I soccer player, Dan enjoys running and spending time outside, as well as spending time with his 10-year-old twins. Dan is also an avid Cleveland sports fan.
Brett Wheeler, CFP®
After earning a BBA from the University of Texas at San Antonio, Brett began his career working with individuals and families as a representative with an independent broker/dealer. In 2012, he started his own Registered Investment Advisor firm, leaving the commissioned-based business behind. Brett quickly gained a solid reputation as a portfolio manager for other investment advisors, leading his RIA to rebrand and rebuild in early 2015 to a firm that provides an infrastructure where advisors can come into and thrive. Starting as a solo shop with just two million dollars in AUM in 2012, the firm grew to five full-time advisors with one hundred thirty million dollars in AUM by the end of 2017.
Through this growth, Brett gained experience as a chief investment officer and portfolio manager and further developed his skills in key leadership roles and in compliance, branding and operations management. Based on his experience, Brett knows what it takes to start and successfully run a new, independent RIA practice, and he understands the goals and challenges RIAs face in relating to and assisting advisors with the goal of creating a successful experience for the client.
Over the years Brett has recognized a service void in the independent RIA industry of advisory firms like the one he began. Such firms need professional, white glove portfolio management and oversight services, but many do not have the means or ability to hire the staff necessary for such services. This recognition helped lead to the development of Advisor Logistics.
An Austin, Texas native, Brett has lived in San Antonio for almost fourteen years where he currently resides with his wife and two young children. Brett is active in his church, enjoys golfing and playing chess, and is an avid salt water angler.
Mario Nardone, CFA®
In 2003 he earned the Chartered Financial Analyst designation, widely regarded as the highest standard in the investment profession, and he continues to mentor aspiring Charter candidates and young investment professionals. Mario relocated to Charleston in 2010 to serve as Chief Investment Officer for a respected financial planning firm before establishing East Bay, the collaborative partner firm of (insert firm name). Mario is Past President of CFA Society South Carolina and Former Chairman of the College of Charleston Finance Department Advisory Board.
His approach to investments and the industry has been featured in Investment News, NAPFA Advisor Magazine, South Carolina Public Radio, and other publications and media outlets. Mario is active in recreational sports and the Charleston community, is an avid traveler and SCUBA diver, and enjoys spending time with his wife Piper, their daughter Pepper, dog Cady, and Agnes the cat.
Learn more and connect with Mario on LinkedIn
Eric Stein, CFA®
Eric is a proud graduate of Indiana University where he earned a B.S. in Finance. Eric also earned the Chartered Financial Analyst (CFA) designation in 2001 and continues to stay involved in the local CFA society. Eric has been quoted several times in the Wall Street Journal and has written extensively on topics covering asset allocation, manager due diligence, financial markets, and economic events.
Eric enjoys traveling with his wife, Laura, and their two sons, Scott and Jack. In his spare time, Eric is an avid cyclist and includes finishing a Half-Ironman as one of his greatest athletic accomplishments.
Learn more and connect with Eric on LinkedIn.
Investment and Operations Specialist
His personal connection to his roots of his Chinese heritage stem from being raised in a traditional Asian-American household. Growing up, he watched as his immigrant parents and many others similarly to them work tirelessly for 10+ hours while being uncertain where they could invest their earnings. He believes that many families and individuals do not take the opportunity to build wealth through fundamental financial planning due to uncertainties. His goal is to create awareness and build bridges to allow hard working people the opportunity to create a plan that will satisfy their needs and remove doubts about their financial decisions. He truly believes that the advisors and partners at Capasso Planning Partners will not only assist these families in understanding financial fundamentals but allow them to create their own direction by providing the resources and unbiased knowledge.
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.
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.