CFO Network

FEBRUARY 14, 2024

Strategic Financial Planning Effective financial strategy is built on a solid foundation of planning. A Fractional CFO excels in creating long-term financial plans that align with your business goals. Tax Optimization Taxes can be a significant expense for businesses. Learn more today.

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CFO Tax Planning Strategic Planning Financial Analysis 52

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

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Leverage Planning Concentration Tax Planning 130

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. My guest on today’s podcast is Dan Callahan.

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