Bluespring Wealth Partners Acquires Capital Planning Advisors
December 9, 2021
Bluespring Wealth Partners, a subsidiary of Kestra Holdings, has acquired Capital Planning Advisors, a Roseville and Walnut Creek, California-based wealth management firm overseeing over $1.1 billion in client assets. The deal expands Bluespring's West Coast presence while keeping the Capital Planning Advisors leadership and advisor team in place to support continued client service and growth.
- Targets
- Capital Planning Advisors
- Platforms
- Bluespring Wealth Partners
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Addon
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