Capasso Planning Partners

"Angel has been a great partner in planning our financial future. I say partner because that is what it feels like talking with him. He has really taken the time to get to know my wife and I and make us feel like a team that is working to provide a solid financial future for our family. He is very fun to talk with, quick with a joke, and available whenever you need him. I can’t recommend him more if you are looking to plan out your financial future."

"I've been working with Angel Escobedo for the last 9 months or so, and in that time he has completely transformed the way I view, think about, and interact with my assets. Our regular touch-bases are highlights in my month: he's so friendly, personable, knowledgeable, and thorough, and we accomplish so much in such a short time. I come to him with questions and he always has timely, well-researched answers that I trust. I know my finances are in good hands with him and I recommend him to everyone I know who's looking for a CFP who goes above and beyond."

"When it comes to understanding and managing finances I’ve never been too good with it. But for Angel Escobedo it’s his first language. I’m very impressed and grateful for the amount of help he single handedly gave me. Angel broke down every term into its basic elements and made someone who’s never been great with money understand it better than I ever have in my life. I definitely recommend setting up a meeting with him to get further insight or just learn something that will help you. With Mr Escobedo on my team, I have all the confidence I need moving forward and planning for my future with my investments and planning for retirement."

"Angel really understands you as a whole person, not just an account. I really appreciate this about his approach and philosophy to advising. As a younger client who has pretty limited financial experience beyond the bare basics, Angel really takes the time to help explain things to me in ways that show how much he cares about my understanding. He is a great teacher who is always so patient and goes the extra mile to teach, look into questions, and ultimately make me feel confident in my decisions. Angel is extremely sharp and knowledgeable about all things finance, and knows exactly how to navigate any situation you throw at him. He doesn’t shy away from complexity and has access to lots of great resources and connections when he needs them. Couldn’t be happier with my decision to go with him!"

"Very grateful I found this incredible company and the perfect advisor that fits my needs and goals. I grew up with little to no education in finance or in investment planning. Searching for an advisor was almost like online dating… How do I find someone that I can trust my life’s work and be assured they make the moves right for me. First conversation with Angel Escobedo was effortless. He truly listened to my concerns and life goals. Yet that phone call was just the beginning. I’m all for structure and planning and the Capasso team has it down pat. Initiation is multiple meetings with impressive software planning demonstrations, thorough educational sessions (for those of us with less experience can better understand terminology yet those familiar probably get a lot from it as well), and some actual testing to understand where you stand with risk. By the end I knew more about my own take on finance than I ever have. And I’ve sat through plenty of fidelity planning sessions. As you work through their steps there is a very secure and easy way to upload needed information to their system. Pretty happy with the low maintenance yet versatile way to get them documents when I live cities away. All the while, Angel is communicating the process. I never once felt lost or confused or unsupported. Now. Looking at the portfolio. Holy cow I’m going to be rich. But seriously. I’m very excited to have Angel taking care of my retirement planning. My confidence in his skills alone is beyond my previous expectations. Let alone having his entire team at Capasso. They all support and assist in more ways than I know, like Kelly getting my accounts swapped over so all I had to do was spend two minutes on a phone call with Fidelity and her. It has been a major weight lifted off my mind having them to back me. Lastly, things I didn’t know I would get from this. Long term disability insurance. Angel sifted through my work benefits and got me to the right people for insurance that will make up what I need just in case. As I work in one of the deadliest industries I think he knew what was best for me more than me. And with that he actually got me to create and sign a Will. He has helped me figure out a 529 for my sister’s kids. Even keeping on top of my schedule for me so I could get it finalized in time. He even checked on me multiple times during tax season. The idea that financial planners aren’t interested in your well-being, and just leach money from you is complete garbage. Had I kept my contributions like Fidelity has I’d probably have an ok 401k when I retire. Having Angel and Capasso I know that I am getting the best performance from my investments and that their immense research and work is going to make me a happy retiree one day."