Meet John Paul Capistran

We were lucky to catch up with John Paul Capistran recently and have shared our conversation below.

John Paul, so good to have you with us today. We’ve always been impressed with folks who have a very clear sense of purpose and so maybe we can jump right in and talk about how you found your purpose?

From my earliest memories, I’ve been drawn to the world of money. Perhaps it’s rooted in my modest upbringing, where disposable income was scarce, and I learned to navigate the realities of limited finances within my household. Surrounded by hardworking parents and resourceful family members, I quickly grasped the value of every dollar and learned to leverage money to my advantage.

My journey began with simple hustles like selling sandwiches and compact discs to classmates, which evolved into jobs in sales at cell phone and sneaker stores. This early hustle laid the foundation for my subsequent education in finance and marketing, paving the way for a career as a financial advisor.

However, it wasn’t until a few years into my professional journey that I discovered my true purpose. Much like a doctor, lawyer, or CPA, my calling is to guide and educate clients on the path to financial freedom. After a successful 15-year tenure with a major financial institution, supported by my wife and family, I took a bold step forward and founded Caplo Advisory.

At Caplo Advisory, we’re redefining financial services by prioritizing literacy and providing tools to empower a new generation to build wealth.

Thanks, so before we move on maybe you can share a bit more about yourself?
Hi, my name is John Paul Capistran, but everyone knows me as JP. From my earliest memories, I’ve been fascinated by how money operates, likely influenced by my humble beginnings. The value of hard work was instilled in me by my parents. They helped me understand that money doesn’t grow on trees; you have to hustle to earn the things you desire in life. I’ve always sought out ways to not only make money, but how to make money work for me. I learned at a young age that you have to “work smart, not hard” to achieve your goals. Instead of arduous labor, it is rather mindful planning and strategic thinking that will get you to the finish line of financial freedom. Present day, with over 20 years of experience in the financial industry, I’ve come to recognize that many individuals share a similar upbringing and
mindset to that of my own. This realization led me to establish Caplo Advisory, a name that carries a legacy for my children as much as a mission to help people recognize that financial freedom doesn’t require a college degree or a six-figure job. What you do need, however, is a plan and a dream.

There is so much advice out there about all the different skills and qualities folks need to develop in order to succeed in today’s highly competitive environment and often it can feel overwhelming. So, if we had to break it down to just the three that matter most, which three skills or qualities would you focus on?
The most crucial skillsets throughout my journey are effective communication, embracing wisdom and ideas from both preceding and succeeding generations, and possessing a strong character. As I grow older, I increasingly appreciate these skillsets because of their applicability to both personal and professional situations. It’s imperative to remain open to insights from individuals of all ages and backgrounds, as their experiences can offer valuable perspectives. Moreover, exhibiting integrity and respect towards others is essential, as our actions leave lasting impressions. Mastering the art of communication, particularly face-to-face interactions, is paramount in a world where messages can easily be misconstrued. Whether in personal relationships or business dealings, ensuring clarity of intentions through verbal communication fosters understanding and meaningful connections.

Is there a particular challenge you are currently facing?
Throughout my career, I’ve primarily focused on owning or investing in small businesses, achieving considerable success in that arena. However, launching my independent financial practice has presented an entirely new and challenging set of obstacles. In my previous role with a large financial firm, I didn’t have to oversee personnel, develop marketing strategies, handle accounting and tax matters, or ensure alignment with the company’s vision and mission—tasks that now demand my attention. Consequently, instead of dedicating time to meeting with clients and offering financial advice, which is my expertise, I find myself assuming more of an executive board role.

In navigating these new challenges, I’ve encountered numerous setbacks, including errors in hiring decisions and attempting to fulfill multiple roles simultaneously. I’ve come to understand that establishing a robust infrastructure, assembling the right team internally, and fostering clear communication are essential for crystallizing the fundamental pillars necessary for the company’s success. These measures have proven invaluable in addressing the demands of my evolving role and ensuring the continued growth and prosperity of my practice.

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