Richard C. Capasso<br>CPA, PFS, CFP

Richard C. Capasso
CPA, PFS, CFP

President and Shareholder

Rich Capasso helps businesses and individuals manage their financial goals as they move through lifecycle changes and transitions. He delivers on this commitment in his role as president and shareholder of CPC Financial Planning, Inc., a financial services company, an insurance and investment product implementation firm.

To ensure the highest quality service, Rich works to establish a culture in which every staff member focuses on helping the firm’s clients make informed financial decisions through planning. 

To provide business clients with the effective advisory services they depend on, Rich focuses first on understanding their specific needs, challenges and objectives. Over the course of a career spanning nearly four decades, he has developed deep understanding in the manufacturing, health care and marketing industries, while also serving clients in professional services, retail, and other sectors. He applies this industry-specific knowledge and experience to address the unique challenges and opportunities organizations face in today’s rapidly changing business environment.

A Certified Financial Planner and Personal Financial Specialist, Rich works with individuals and owners of closely-held businesses to develop highly customized personal financial plans that suit their goals, risk tolerance, and time horizons.  

Certifications:

  • Certified Public Accountant
  • Certified Financial Planner
  • Personal Financial Specialist

Education:

  • BS in Accounting, Villanova University (1980)

Professional Affiliations:

  • American Institute of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants
  • Financial Planning Association

Volunteer Work:

  • King of Prussia Chamber of Commerce
  • Phoenixville Chamber of Commerce, Past Board Member
  • Phoenixville Community Health Foundation, Audit Committee
  • American Red Cross Schuylkill Valley Chapter, Past Board Member
  • Spring-Ford Country Club, Past Board Member
  • Villanova University Alumni Club of Philadelphia, Past Board Member