Jim Wilson

Jim Wilson serves as Partner & CEO at Capital Planning Advisors. Capital Planning Advisors operates in the financial services sector with approximately 13.0 employees. The company is headquartered in Sacramento, California. Capital Planning Advisors generates annual revenue of 13844000.0.

Industry & Role Insights

• • MessageCEO tracks 11,960 executives in the financial services sector.
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• • Our database includes 201,469 c suite-level executives.

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Outreach Guidance — financial services Sector

Financial services executives like Jim Wilson prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

How do I reach Jim Wilson directly?

Jim Wilson's verified email address is available to MessageCEO Pro subscribers. They currently serve as Partner & CEO at Capital Planning Advisors. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Jim Wilson work for?

Jim Wilson is Partner & CEO at Capital Planning Advisors, a company in the financial services sector with 13.0 employees. The company is based in Sacramento, California.

Can I pitch or sell to Jim Wilson?

As Partner & CEO at Capital Planning Advisors, Jim Wilson is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Jim Wilson directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Jim Wilson in?

Jim Wilson works in the financial services industry as Partner & CEO at Capital Planning Advisors. MessageCEO provides verified contact information for executives across all major industries.

Is Jim Wilson's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Jim Wilson's profile is kept up-to-date with the latest available information.

Last updated: May 13, 2026