Capasso Planning Partners Names Dan Callahan, CFA® Senior Leadership Partner

Dan Callahan, CFA(R), Capasso Planning Partners Chief Investment Officer

Dan Callahan, CFA(R), Capasso Planning Partners Chief Investment Officer

CHARLESTON, SC. November 2021

Capasso Planning Partners has announced Dan Callahan, CFA® will join Charlie Capasso as a member of the Senior Leadership team. As the firm’s Chief Investment Officer and first equity partner, Callahan will take an active role in driving and implementing the strategic vision.

Callahan joined the firm in early 2019 and has spent over 10 years working with independent, fee-only financial planning firms. In addition to his new responsibilities, Callahan will continue to work as lead advisor with his clients and collaborate with the firm’s growing team of advisors across the country.

“Dan’s portfolio management expertise complements my background in personal financial planning,” said Charlie Capasso, CFP®, Owner and Managing Director of Capasso Planning Partners. “Dan and I have been collaborating for over ten years and I am excited for him to play a larger role in the future of the firm. This commitment represents one of the many strategic steps we are taking towards becoming a full-service family office and wealth management solution for generations.”

“This partnership is a natural next step in my tenure at the firm. Charlie’s approach to financial planning and helping his clients has always aligned with my philosophy,” said Callahan. “Our clients come to us at different stages of their lives. While many are in the prime years of their career and building assets, others may be in a transition period, going through a major liquidity event, or starting life as retirees or new empty nesters. We take the time to get to know their unique goals and establish trust by listening and evaluating.”

Callahan’s new level of leadership at Capasso Planning Partners further expands their offerings to best serve clients across the country as they navigate personal and professional shifts in an ever-evolving market environment.

About Dan Callahan
Dan Callahan is a graduate of the College of Charleston, where he earned his Bachelor’s degree in Business Administration with a concentration in Finance. He holds the Chartered Financial Analyst® designation, one of the most recognized and respected credentials in the industry. Dan lives with his wife, son, and rescue puppy in Charleston’s Hampton Park neighborhood.

About Capasso Planning Partners
Established in 2018 in Charleston, Capasso Planning Partners is a rapidly-growing independently owned firm serving national clients. The team guides individuals and families through landmark financial decisions to actualize tangible long-term goals.


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