Welcome to
Your Money Turns on a Dime.
What We Do For You!
Investment Planning
Whether you're just starting out or are well on your way to retirement, we can help you maximize your investments and prepare for any life changes.
Building Wealth
We are committed to helping you plan for your future, grow your wealth and achieve financial security.
Retirement Living
We believe that wealth is not just about how much money you have—it's about what you do with it. We're here to help you get your finances in order so that you can live the rest of your life on your terms.
How We Guide You
1. Get to Know Caplo
Filling out the initial Caplo Advisory form is the first step to getting in touch.
2. Getting to Know You
We begin our process by establishing a relationship whether that's face to face meeting or virtual call.
3. Build an Asset Map
Filling out the initial Caplo Advisory form is the first step to getting in touch.
4. Thinking About the Future
With your new financial profile the opportunities begin.
5. Start Your Journey
Let us create the plan you need to live the life you want.
6. Routine/Periodic Check-Ins
We are here to help! Our financial advisors will be checking in periodically to keep you on the right track.
Who is Caplo?
Caplo Advisory Is a New Type Of
Wealth Management Firm Made for You!
At Caplo Advisory, we have created a different approach to financial planning. Rather than using a one-size-fits-all approach, we believe in using creative strategies to achieve one's financial goals.
There is no one plan that fits all when planning someone's financial journey, so why wouldn't you want to work with a team of advisors that use real-life experience in the planning process?
Meet the Team
John Paul Capistran
CEO/Principal Advisor
Bobbie Johnson
Business Advisor
Vidalia
Flores
Operations
Jonathan Rodriguez
Junior Advisor
Ready to Build Your Wealth?
Fill out the form below to have our Principal Advisor contact you today!