Jim Wilson
Chief Executive Officer at Capital Planning Advisors LLC
Profile
Mr. James B.
Wilson is a Chief Executive Officer & Managing Director at Capital Planning Advisors LLC.
He has specialized as an advisor to wealthy individuals, families, and business owners in the Sacramento and the Bay Area for over 27 years.
Prior to his role as Partner and President of Capital Planning Advisors, Mr. Wilson served as Director of Private Banking and Senior Vice President at Mechanics Bank for 13 years.
Founder and owner of Wilson Management for 17 years, he provided business management for high net worth individuals and professional athletes.
He focused on planning and financial security for these individuals with an emphasis on investment management and advising on real estate and private equity opportunities.
He assisted in estate and tax planning for professional athletes, as well as, acting as a liaison between the athlete and the business community.
He also worked as Vice President of Private Banking at Bank of America in Walnut Creek and Oakland for over a decade.
He has raised capital and consulted for many real estate and alternative investments over the last 15 years.
He has also had the privilege to serve on both advisory and charitable boards.
Mr. Wilson graduated from Saint Mary’s College in 1990 with a Bachelor of Science Degree in Business Administration.
Jim Wilson active positions
Companies | Position | Start |
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Capital Planning Advisors LLC
Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | Chief Executive Officer | 28/02/2014 |
Former positions of Jim Wilson
Companies | Position | End |
---|---|---|
Wilson Management Co.
Wilson Management Co. Real Estate DevelopmentFinance Wilson Management Co. provides property management, development and construction services. The company was founded by Jack Wilson in 1980 and is headquartered in Tampa, FL. | Corporate Officer/Principal | - |
Banc of America Commercial Finance Corp. | Corporate Officer/Principal | - |
The Mechanics Bank Asset Management
The Mechanics Bank Asset Management Investment ManagersFinance The Mechanics Bank Asset Management (Mechanics Bank AM) is the asset management arm of Mechanics Bank (OTC US: MCHB), a full-service community banking financial institution headquartered in Richmond, California. Mechanics Bank AM serves as investment managers for individuals and families, trusts and estates, businesses, such as pensions and profit-sharing plans, IRAs and tax-qualified accounts, nonprofit organizations, and private foundations. | Corporate Officer/Principal | - |
Training of Jim Wilson
St. Mary's College of California | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Capital Planning Advisors LLC
Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | Finance |
The Mechanics Bank Asset Management
The Mechanics Bank Asset Management Investment ManagersFinance The Mechanics Bank Asset Management (Mechanics Bank AM) is the asset management arm of Mechanics Bank (OTC US: MCHB), a full-service community banking financial institution headquartered in Richmond, California. Mechanics Bank AM serves as investment managers for individuals and families, trusts and estates, businesses, such as pensions and profit-sharing plans, IRAs and tax-qualified accounts, nonprofit organizations, and private foundations. | Finance |
Wilson Management Co.
Wilson Management Co. Real Estate DevelopmentFinance Wilson Management Co. provides property management, development and construction services. The company was founded by Jack Wilson in 1980 and is headquartered in Tampa, FL. | Finance |
Banc of America Commercial Finance Corp. | Finance |
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