Capital Wealth Planning, LLC

Q: What is Capital Wealth Planning, LLC's company size?

Capital wealth planning, llc has 11 - 50 people working.

Investment Management

Specialities :

Growth and income investing

Dividend investing

Retirement planning

And covered call strategist

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Capital Wealth Planning is a fee based, fiduciary, SEC Registered Investment Advisory Firm. SEC Registration does not imply a certain level of skill or training. CWP offers actively managed, tactical, SMA covered call strategies that focus on delivering income and competitive risk-adjusted returns. CWP provides financial planning and investment management services through separately managed accounts to high net worth individual retirement accounts, endowments, non-profit organizations, pensions, profit sharing plans, trusts, estates and corporations. CWPs strategic focus is concentrated on providing customized investment products and services for both institutional and private clients. Capital Wealth Planning, LLC LinkedIn Page Terms of Use The content on the page is provided for informational purposes only and is not meant to provide any specific financial, investment or other advice, and should not be relied upon that regard. Nothing on the Page constitutes an offer to sell...

Contact Information

Naples , Florida , United States

ksimpson@capitalwealthplanning.com

capitalwealthplanning.com

Capital Wealth Planning, LLC Org Chart

Employees

Total Employees:
27

Top Contacts:
2

C-Level 0	VP - Level-
Director-	Manager2
Others24

Employees Working At Capital Wealth Planning, LLC

Nilda Rodriguez

Director of Accounting and Human Resources

Ryan Carney

Director of Operations Compliance

David Whittaker

Client Services Manager

JJ Avila

Operations Associate

Matthew Hamel

Managing Director Northeast Region

Capital Wealth Planning, LLC Email Formats

Structure	Email Format
<f><last>@	Smith@CapitalWealthPlanning.com

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Naples, FL	communication, integrity, financial, compliance, analytics, collaboration, route, presence, operations, fl, procedure
Application Development	United States	communication, integrity, financial, compliance, collaboration, market data, ar, fl
BI	Naples, FL	communication, financial, compliance, analytics, operations
Build & Release	Naples, FL	communication, financial, share, collaboration, security
CRM Implementation	Naples, FL	communication, financial, compliance, share, collaboration, analytics, security, operations

Trigger

intent

Capital Wealth Planning, LLC looking to hire in Digital Transformation in Naples, FL

intent Feb 06, 2025 Feb 06, 2025

intent

Capital Wealth Planning, LLC looking to hire in Digital Transformation in United States

intent Feb 06, 2025 Feb 06, 2025

intent

Capital Wealth Planning, LLC looking to hire in CRM Implementation in United States

intent Feb 06, 2025 Feb 06, 2025

Tech Stack Used By Capital Wealth Planning, LLC

A quick view of products employed by Capital Wealth Planning, LLC

Board

Director

Excel

Gift

Microsoft excel

List of technologies used by Capital Wealth Planning, LLC

Analytics

Collaboration

Communication

Compliance

Languages Used By Capital Wealth Planning, LLC

Fl K

OS Used By Capital Wealth Planning, LLC

Integrity Share

Jobs at Capital Wealth Planning, LLC

Hiring 2024-12-22 18:00:46

Southeast External Wholesaler

United States

Wholesaler Managing DirectorDate Posted: June 25, 2024Location: (External Southeast United Stat...

Hiring 2024-04-17 20:09:22

Northeast Internal Regional Representative

Naples, FL

As a Northeast Internal Regional Representative, you will focus on driving sales of Capital Wealt...

Hiring 2024-12-22 16:42:27

Research Analyst

Naples, FL

The Job Description: As a Research Analyst, you will apply your analytical skills to many aspect...

Hiring 2024-03-07 15:14:51

Facilities Support Specialist

Naples, FL

Facilities Support SpecialistDate Posted: February 2024Location: Naples, FL, USCompany: Capital W...

Hiring 2024-10-30 02:28:24

Midwest Internal Wholesaler

Naples, FL

As an Internal Regional Representative working in our Naples, Florida location. You will focus on...

Frequently Asked Questions About Capital Wealth Planning, LLC

What does Capital wealth planning, llc do?+

What are Capital wealth planning, llc's specialties? +

Growth and income investing,dividend investing,retirement planning,and covered call strategist

What is Capital wealth planning, llc's industry? +

Capital wealth planning, llc operates in the Investment management industry.

What is Capital wealth planning, llc's revenue? +

Capital wealth planning, llc's revenue is 11m - 100m

What is Capital wealth planning, llc's company size? +

Capital wealth planning, llc has 11 - 50 employees.

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