Jim Wilson - Email & Phone Number

Partner & CEO at Capital Planning Advisors

Jim Wilson is based out of Roseville, California, United States and works at Capital Planning Advisors as Partner & CEO.

Jim Wilson's Contact Information

Jim Wilson's Work email

j*****@capita***.com

Valid

Latest update

October 30, 2025

Location

Roseville, California, United States

Jim's current employer

Capital Planning Advisors

Description

Website

capitalplanningadvisors.com

HQ Location

Roseville, CA, United States

Number of employees

11-50

Industry

Financial Services

Latest update

April 30, 2024

Read about Capital Planning Advisors

Frequent questions about Jim Wilson

What company is Jim Wilson working for?

Jim Wilson works for Capital Planning Advisors.

What is Jim Wilson's function at Capital Planning Advisors?

Jim Wilson is Partner & CEO at Capital Planning Advisors.

Where is Jim Wilson based?

Jim Wilson is based out of Roseville, California, United States.

What is Jim Wilson's work email address?

Jim Wilson's professional email address is j*****@capita***.com

Who are Jim Wilson's co-workers?

Jim Wilson's colleagues are Larry Hansen, George Sutcliffe, Terry Chiu, Jason Bell, Karin Le, Michael Sollazzo, Lisa Goudy.

Jim's co-workers

George Sutcliffe

Vice President of Operations

Portfolio Manager, Vice President of Investment Research

Chief Investment Officer, Managing Director

Senior Wealth Advisor

Michael Sollazzo

Partner & Wealth Management Counsel

Client Operations

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