Financial Planning

Your Path to a Secure Future with CAPATA

At CAPATA  we always lead with planning.  This starts with a conversation to understand your values, concerns, and objectives.  From that initial conversation we will work with you to address not only accomplishing your goals but how to do so in a manner that allows you to have piece of mind.  Whether you are planning for retirement, an estate transfer, education, or an expected future expense, we want to make sure that the process is comprehensive and transparent, involving not only our tax and investment management teams but also your estate attorney, to ensure all aspects of your financial plan are addressed as efficiently as possible.

Creating Comprehensive Financial Plans: Building Your Financial Fortress

Prepare to take charge of your financial destiny. We’re about to unveil the masterful art of comprehensive financial planning, the key to your financial fortress.

capata financial

Your Success is our success



Creating Comprehensive Financial Plans: Building Your Financial Fortress

KYC ‘Know your client’ is not a check in the box at CAPATA. Our planning
approach looks at your full balance sheet so that we can match assets to liabilities, providing liquidity when you need and avoid being a forced seller.

Planning for Retirement: Providing Peace of Mind

Retirement is a well-deserved phase of life that should be enjoyed. Being able to enjoy your retirement years means having peace of mind that we have developed a plan that addresses your goals.

Education Funding: Investing in a Bright Future

Investing in education is an investment in the future, both for yourself and your loved ones. CAPATA understands the significance of education funding and is dedicated to helping you navigate this critical aspect of financial planning.

Estate Planning: Safeguarding Your Legacy

Estate planning is not solely about managing your assets; it’s about securing your legacy and ensuring your loved ones are well cared for when you’re no longer here. CAPATA understands the gravity of this responsibility and is committed to guiding you through the intricate process of estate planning.

Reach out to us for a Financial Consultation

Whether asking our thoughts on the market or requesting a full planning session, we go beyond the quantitative analysis and provide qualitative advice that drives results.


28202 Cabot Rd Suite 525, Laguna Niguel, CA 92677

(949) 364-0334

(949) 806-4605