Who is Caplo Advisory?
Caplo Advisory is a financial planning and advisory firm that provides creative financial strategies and promotes financial literacy 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 clients achieve their financial goals and live out their future dreams.
Our Numbers
$250M+
Assets Under Managetment
500+
Clients Advised
20+
Years of Experience
10
Industry Case Studies
Our Approach
Our Approach
Overcoming the barriers of planning your future often requires much patience and understanding from both the individual seeking financial advice and the advisor. Caplo Advisory aims to build a trusting relationship and create a comfortable environment for open communication.
We know there are crucial steps in helping individuals feel more at ease discussing financial topics and we work collectively in overcoming any hurdles keeping you from living out your dreams.
Our Client Case Studies
Our Approach
Our Approach
$250 MILLION+
Assets Under Managetment
500+
Clients Advised
20+
Years of Experience
10
Industry Case Studies
Schedule A Call With An Advisor Today!
Our Team
John Paul Capistran
CEO / Senior Advisor
JP's commitment to the Houston community is represented by his involvement on the Executive Board as Treasurer of the Houston Art Alliance organization 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.
Vidalia Martinez
Executive Assistant
Passionate and proactive, Vidalia excels in a dynamic environment where client success is the top priority. With a penchant for organization and an outgoing personality, she adeptly manages complex schedules and fosters meaningful connections.
Always eager to go above and beyond, she is dedicated to helping clients achieve their goals.
Bobbie Johnson
Financial Officer
Bobbie Johnson is a dedicated financial officer with a keen eye for detail in her daily work. At our company, she skillfully manages financial strategies and ensures accuracy in all fiscal operations, playing a pivotal role in our financial health and compliance.
Bobbie's love for fashion isn't just a personal interest; she advocates for sustainable practices within the industry, promoting eco-friendly solutions in both her professional and personal life. Her commitment to sustainability influences her approach to financial oversight, where she often explores ways to incorporate green initiatives into our business strategies.