At Caplo, we offer financial services made for you:
Financial Planning
Business Strategy
Investment Planning
We’re not your typical financial advisors. We’re straightforward and believe in keeping money simple. Our plans work with your lifestyle and make your goals achievable.
A New Type of Wealth Management Firm
Getting started is easy
Let's face it, life is busy. Finding hours in the day to focus on your financial future is never easy. At Caplo Advisory, we like to keep it simple - get started with just 3 steps.
01
Creating a plan that aligns with your lifestyle and goals.
02
Helping you implement strategies to grow your wealth.
03
Empowering you to live a life free from financial stress.
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.
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.
