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a more personal path to financial freedom

We’re not your typical financial advisors. And we’re proud of that. We believe a good plan begins by building a relationship. We work together with our clients, simplifying the process and creating plans that work with their lifestyle and achieve their goals. 

Interested in speaking to an advisor about our plans?

At Caplo, we're committed to:

PLAN

Creating a personalized plan that aligns with your lifestyle and goals.

GROW

Helping you implement strategies to grow your wealth and secure your financial future.

LIVE

Empowering you to live with confidence and financial freedom.

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The caplo method

At Caplo Advisory, we believe that financial planning should be a collaborative experience. We know that planning your financial future can be intimidating, but we're here to make it easier. We'll take the time to get to know you, understand your goals, and address any concerns you might have.

 

We'll work together to create a plan that’s easy for you to implement, gives you confidence that your wealth is being managed, and achieves your goals while you focus on your profession, your family, and your life.

the caplo story

Why Caplo?

Caplo Advisory founder, John Paul Capistran, recognized that traditional financial planning wasn't working for everyone. It was too cookie-cutter, too complicated, and often left people feeling lost and confused. So, he set out to create a different kind of financial advisory firm – one that puts people first and makes planning a personalized and simplified experience. 

Who we help

You’ve begun your journey toward a solid financial future. Now you want to ensure it. From newlyweds, to parents saving for  their kids’ college, to business owners looking to grow, we’re your trusted partner. We take the stress out of planning to achieve your financial goals. 

How we do it

You lead a busy life. Your success is no accident – it comes with hard work. That’s why we make financial planning easy and efficient.With over 20 years of experience and the latest technology, we'll work with you to create a personalized plan that fits your life and sets you up to achieve your financial goals.

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CAPLO BY THE NUMBERS

$250m+

Assets managed

1000+

Clients advised

25+

Years of experience

100+

Business partnerships

MEET OUR FOUNDER,

JOHN PAUL CAPISTRAN

John Paul Capistran, better known as JP, developed a passion for finance through his own experiences. Growing up in a hardworking Houston household, he witnessed firsthand the challenges of navigating finances without proper guidance. This inspired him to pursue a career in finance, where he has spent over 20 years helping individuals and businesses achieve their financial goals.


JP isn't your typical financial advisor. As a fiduciary, he's passionate about helping people achieve their dreams and believes that everyone deserves access to clear, effective financial guidance.


JP founded Caplo Advisory to challenge the traditional "one-size-fits-all" approach to financial planning. He believes in creating tailored strategies that suit the uniqueness of each client. This requires going the extra mile to better understand each one of them. At Caplo Advisory, developing a financial plan is truly a collaborative process. It empowers each client to take control of their financial future, and provides the confidence of knowing they’re on their way to achieving their financial goals.

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Let's chat about your financial future

Have questions about our financial plans or how we can help you achieve your financial goals? Wed love to hear from you!

Fill out the form below and we'll contact you in 48 hours.

Growing Your Wealth

We've helped thousands of clients just like you achieve their financial goals. In managing hundreds of millions in assets, we have the experience and expertise to guide you on your journey to financial success.

WHY US?

The Caplo Difference

Simplified Financial Planning

We despise confusing financial jargon too. We'll work with you to create a personalized plan and explain everything so it is clear and understandable. We'll provide you with a financial plan that's easy for you to implement. 

Transparent and Fair Practices

Your life is busy. We totally get that. With over 20 years of experience and the latest technology, we'll simplify your financial planning, reducing your stress, while saving you valuable time to enjoy what matters most.

We’re in It for the Long Haul

We believe in building lasting relationships with our clients. We'll be there for you every step of the way, answering your questions, addressing your concerns, and celebrating your successes. Consider us your trusted partner during your financial journey.

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