LeadIQ logo
Learn more at LeadIQ.com
Capital Financial Planners logo

Capital Financial Planners Employee Directory

Financial ServicesOregon, United States2-10 Employees

Capital Financial Planners has about 7 employees, all of them in North America. Banking and Community & Social Services make up over half of the profiles with a known department.

Find Capital Financial Planners employees' phone numbers or email addresses

Capital Financial Planners Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

Capital Financial Planners's Leadership

  • Owner at Capital Financial Planners
    J. H.
    Owner
    Mobile Phone
  • Operations And Client Services Manager at Capital Financial Planners
    D. J.
    Operations And Client Services Manager
    Mobile Phone
  • Principal at Capital Financial Planners
    C. C.
    Principal
    Mobile Phone
  • Wealth Advisor at Capital Financial Planners
    B. N.
    Wealth Advisor
    Mobile Phone
  • Securities And Advisory Services at Capital Financial Planners
    B. N.
    Securities And Advisory Services
    Mobile Phone

Capital Financial Planners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Banking is the largest department at 67% of profiles with a known department, followed by Community & Social Services (33%).

Contact profiles from Capital Financial Planners

Name
Title
Contact
Location
Last Update
  • Owner at Capital Financial Planners
    J. H.
    Owner
    Mobile Phone
    United States, Oregon
    Oct 16, 2024
  • Operations And Client Services Manager at Capital Financial Planners
    D. J.
    Operations And Client Services Manager
    Mobile Phone
    United States, Oregon
    Jun 08, 2026
  • Principal at Capital Financial Planners
    C. C.
    Principal
    Mobile Phone
    United States
    Apr 14, 2026
  • Wealth Advisor at Capital Financial Planners
    B. N.
    Wealth Advisor
    Mobile Phone
    United States, Massachusetts
    Apr 15, 2026
  • Securities And Advisory Services at Capital Financial Planners
    B. N.
    Securities And Advisory Services
    Mobile Phone
    UNITED STATES
    Jun 08, 2026

Frequently Asked Questions

What are the largest departments at Capital Financial Planners?

Minus sign iconPlus sign iconBanking is the largest department at 67% of profiles with a known department, followed by Community & Social Services (33%).

How many employees does Capital Financial Planners have currently?

Minus sign iconPlus sign iconCapital Financial Planners has approximately 7 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Capital Financial Planners's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Capital Financial Planners's key employees include:

  • Owner: J. H.
  • Operations And Client Services Manager: D. J.
  • Principal: C. C.
  • Wealth Advisor: B. N.
  • Securities And Advisory Services: B. N.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Capital Financial Planners's most common email format?

Minus sign iconPlus sign iconCapital Financial Planners employees' email format typically follows the pattern of First@capfina.com. Trying to find reliable and up-to-date employee contact data? Find more Capital Financial Planners email formats with LeadIQ.

What is Capital Financial Planners known for?

Minus sign iconPlus sign iconCapital Financial Planners was founded in 1984 and operates in the Financial Services industry. You can contact Capital Financial Planners's main corporate office by phone at
+1-503-585-****
. Explore Capital Financial Planners's company overview page for more information.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.