Schedule A Meeting with An Advisor Today
I’m John Paul Capistran, the CEO of Caplo Advisory. I’m thrilled to have you here. Our journey towards addressing your needs begins with a personalized one-on-one phone call. I invite you to schedule a meeting with me at your convenience, where we can discuss your financial requirements in detail.
Who is Caplo?
Caplo Advisory Is a New Type Of Financial Planning Firm
Caplo Advisory is a financial planning and advisory firm that provides creative financial strategies for individuals, families, and businesses.
Traditionally, financial management was a tool only utilized by the wealthy. In today’s world, individuals are more informed and want to make wise decisions with their money. This is where Caplo comes in. We are here to provide simple yet effective financial plans for ALL modern-day situations and help our customers achieve their financial goals and live out their future dreams.
We Are Not Your
Old-Fashioned Financial Advisor
Shady Finance Accountant
Finance Bro from NY
Why is Financial Planning Complicated?
There may be many factors that could prevent an individual from taking that first step in reaching out to a financial advisor. Many of those reasons are psychological; fear of judgment about their financial situation, lack of trust due to negative perceptions about financial advisors, or simply, concern about changing your entire lifestyle. Your money is such a personal aspect of your life that you may feel a little vulnerable discussing the topic with a stranger. These are all understandable reasons!
How Do We Make it Straight-Forward?
Overcoming these barriers often requires much patience and understanding from both the individual seeking financial advice and the advisor. Caplo aims to build a trusting relationship and create a comfortable environment for open communication. We know these are crucial steps in helping individuals feel more at ease discussing financial topics and we will work collectively in overcoming any hurdles keeping you from living out your dreams.
What Can We Do For You?
Financial Planning
At Caplo, we develop creative plans that are tailored and effective to modern-day situations.
Investment Management
Whether your goal is generating income, maximizing growth, or balancing risk and return, we will design an investment portfolio aligned with your objectives and risk tolerance.
Insurance & Tax Planning
We believe that wealth is not just about how much money you have— it's about what you do with it. We are committed to helping you plan for your future, grow wealth, and achieve financial security.
Retirement Living
Caplo is here to help you get your finances in order so that you can live the rest of your life on your terms. We'll evaluate your assets and expenses to determine how much you'll need to save and invest each year to fund the retirement you desire.
How Do We Guide You Through Your Financial Journey?
1. Get to Know Caplo
Initiate the process by reaching out to us. Once you’ve completed a contact form and scheduled a consult, we will send you a Consultation Packet.
2. Getting to Know You
Our advisors get to know you personally through in-depth conversations about your financial situation, priorities, and objectives.
3. Build an Asset Map
With the information provided, we use institutional-level planning softwares to create a custom financial snapshot of your current financial status.
4. Think About the Future
Our advisors then use your financial snapshot, goals, and objectives to create a comprehensive plan that provides a tactical roadmap to straighten up your current financial situation.
5. Start Your Journey
With a clear view of your entire financial landscape, we can start implementing the strategies created inside of your plan and prepare for life’s major milestones while keeping you accountable.
6. Check-In
We are here to help! We take pride in our relationships and check in with our clients monthly to keep you accountable and on the right path.
Meet the CEO
John Paul Capistran
CEO/Senior Advisor
JP's commitment to the Houston community is represented by his role as Treasurer on the Houston Art Alliance committee and his contributions as a Board Member of Neartown Little League. He is also the Founder and President of a nonprofit, Meeting of The Minds - this organization serves as a dynamic platform for small businesses and entrepreneurs to thrive and support one another.
During the global pandemic of 2020, JP made a vital decision to break away from the traditional corporate framework and become an independent fiduciary. This marked the dawn of Caplo Advisory, a firm committed to changing the way Millennials and those of Gen Z approach their financial futures. Drawing from his own experiences and struggles, JP incorporated business planning into the core of his practice, feeling a responsibility to guide fellow business owners navigating similar challenges.
Ready to Achieve Your Financial Dreams?
Fill out the form below to have our Senior Advisor contact you in 24 hours!