Charlie  Capasso

Charlie Capasso

| CFP®

Lake Tahoe Wealth Management, LLC

Fee Only Financial Planner Located in Charleston / Mt. Pleasant,SC and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • High Net-Worth Clients
  • Advising Medical Professionals

Our Other NAPFA Members

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1508 Privateer Drive
Mt. Pleasant, SC 29464

Charlie Capasso is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Charlie Capasso is a Fee-Only NAPFA-Registered Financial Advisor in the Mt. Pleasant, Charleston, SC area. Charlie grew up in Atlanta, Georgia where he was an All-State soccer player. After graduating from high School he moved to Burlington, Vermont to attend the University of Vermont (UVM). He graduated from UVM in 2004 with a BSBA and a concentration in finance. Charlie completed his course work for the CFP® certification at Boston University and earned the marks in 2009. He is a graduate of the prestigious FPA Residency program, is currently on the board of the South Carolina Financial Planning Association, and is an active member of NAPFA.

Since moving to the Mt. Pleasant / Charleston area in 2005, Charlie has worked with a wide range of clients from those early in their financial life cycle to retirees. Charlie adds value to his clients lives through comprehensive financial planning and investment management. Charlie has been quoted and interviewed by many media sources including the Wall Street Journal, US News, and NPR.


Charlie lives in the Old Village of Mt. Pleasant with his wife Jessica who is an Instructor of Nursing at Charleston Southern University and his son Angelo. They have two wonderful rescue golden retrievers Salma-Lou and Cotton. Charlie enjoys golfing, travelling, racquetball, soccer, chess, mentoring, and volunteering in the community. Charlie and Jess are active volunteers with the Grateful Golden Rescue of the Low Country.