Who is Caplo?
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Caplo Advisory was established during one of the most exponential global crises in the last decade. For many people, re-evaluating their life path became essential. The creation of our firm was a direct response to these problems.
Our mission is two-fold: first, to assist families and individuals in obtaining financial freedom that protects themselves and their loved ones during trying times and for the future. Secondly, to promote financial literacy and help individuals from all backgrounds elevate and diversify the meaning of wealth. Our passion is to redefine the ‘American Dream’ where success and generational wealth are multicultural.
As proteges of the traditional megacorp, we witnessed the ruthless nature of corporations and their insensitivity towards these individuals left to fend for themselves. This is why Caplo Advisory stepped in and made the financial planning process not only understandable by providing detailed and individually catered plans, but by creating a more personable and pleasant experience.