John Paul Jp Capistran

CEO | Managing Advisor | Financial Planning | Wealth Manager | Estate Planning

Role
Senior Financial Advisor at Caplo Advisory
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About John Paul Jp Capistran

I was born and raised in Houston, and early on, I saw how difficult it can be to make smart financial decisions without the right guidance. That’s exactly why I built Caplo Advisory—to make first-generation wealth planning more approachable and empowering.I’m not your average financial advisor. I’m a fiduciary, a community leader, and a passionate advocate for helping people turn their income into long-term wealth.I founded Caplo Advisory to challenge the traditional “one-size-fits-all” approach to financial planning. I believe every client is unique, and that means their financial strategies should be too. That’s why I go the extra mile to truly understand each person I work with. At Caplo Advisory, financial planning is a collaborative process—one that empowers clients to take control of their future and move forward with the confidence that they’re on the right path to achieving their goals.

Experience

  1. Senior Financial Advisor

    Caplo Advisory

    Jan 2021 — Present · Houston, TX, US

    I have spent the last 20 years perfecting a Financial Planning process. I believe capital should empower you to reach your goals, giving you financial peace. Whether you’re just beginning to save or have encountered financial challenge, allow my team and I to work with you to create the plan you need for the results you want.

Education

  • University of Houston

    Bachelor of Business Administration - BBA, Financial Planning and Services

  • University of Houston

    Bachelor of Business Administration - BBA, Accounting and Finance

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John Paul Jp Capistran — Senior Financial Advisor at Caplo Advisory in Houston, TX, US | Unifers