John Paul Capistran, known to friends and colleagues as JP, is a living example of how effective strategic financial planning can be. Before earning a BBA in Finance and Marketing degree from the University of Houston, JP spent most of his early professional life in the financial services industry. Little did he know that his academic foundation would be the launching pad for a prolific career in wealth management two decades later.

JP's commitment to the Houston community is represented by his involvement on the Executive Board as Treasurer of the Houston Art Alliance organization and his contributions as a Board Member of Neartown Little League. He is also the Founder and President of a nonprofit, Meeting of The Minds - this organization serves as a dynamic platform for small businesses and entrepreneurs to thrive and support one another.

In his leisure time, he explores the world through travel, creating cherished memories with his family. He's a foodie, golf enthusiast, reader, watch collector, and finds expression in his passion for real estate investments, and educating his children. 

Over the years, JP efficiently managed assets amounting to $200 million, leaving a permanent mark on the retirement planning and pension programs for major hospitals in the Houston Medical Center. He believes that money should serve as an empowering force in achieving financial goals and establishing financial freedom.

After recognizing the conventional copy-and-paste methods many other advisors were utilizing during the financial planning process, JP dedicated himself to developing an alternative, more creative, method aimed at guiding both individuals and businesses toward financial success regardless of their financial status.

During the global pandemic of 2020, JP made a vital decision to break away from the traditional corporate framework and become an independent fiduciary. This marked the dawn of Caplo Advisory, a firm committed to changing the way Millennials and those of Gen Z approach their financial futures. Drawing from his own experiences and struggles, JP incorporated business planning into the core of his practice, feeling a responsibility to guide fellow business owners navigating similar challenges.

Caplo Advisory's mission became two-fold: to educate and to implement financial planning for individuals and businesses of all backgrounds. JP and his team strive to assist clients in creating tailored plans that align with their aspirations and yield the desired results.