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Text Content

6310 Greenwich Drive, Suite 145, San Diego, CA 92122

(858) 290-4455
cap@cap-fp.com
Account Access
Menu

 * Home
 * About Us 
   * Team
   * Our Values
   * Our Process
   * Our Services
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 * Resource Center 
   * Retirement
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   * Lifestyle
 * Tools 
   * Glossary
   * Tax Resources
 * Contact




WE HELP PEOPLE

We are a team of compassionate and honest people committed to creating a
comprehensive roadmap to help you confidently achieve your financial goals.


ABOUT CAP FINANCIAL PLANNING

Founded in 2020, but a rich, 40 year history of helping people. 

Learn more


CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.

We create financial strategies tailored to your goals.


OUR VALUES

Take care of loved ones with detailed planning.

Learn more


OUR SERVICES

A sound financial roadmap is just the start.

Learn more


OUR PROCESS

Financial advice for every situation.

Learn more


HAVE A QUESTION

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Email
Address
Phone
Question
Send
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CONTACT

Office: (858) 290-4455

Fax: (858) 771-7100

6310 Greenwich Drive

Suite 145

San Diego, CA 92122

cap@cap-fp.com



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