Robert Capra, CFP®
Director of Investment Planning
While being supported by CWP we have had the opportunity to work with two financial professionals to complement our work as advisors. Rob has a specific focus on how investments operate and should fit into our clients' overall portfolios. Rob has vast experience working on investment analysis ranging from small educational savings plans to complex ultra-high-net-worth strategies. These additions truly provide our team the ability to comprehensively service our clients with their best interests in mind by executing a holistic approach.