Bedell Frazier Investment Counselling, LLC

John Edelen is a financial advisor at Capital Planning Advisors LLC with credentials including Series 63 and Series 65 licenses. He has experience dating back to 2010, having worked at Bedell Frazier Investment Counselling, Inc. since then and joining Capital Planning Advisors in 2026. In addition to his advisory role, he is also an insurance broker with Symmetry Financial. Capital Planning Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, institutions, and business entities. The firm employs individualized investment strategies with diversified portfolios and offers specialized planning services such as business succession and executive benefits advice.

Terry Chiu is a CFP® and CFA® with 11 years of experience in financial advising. He has been with Capital Planning Advisors, LLC since 2015 and also worked at Bedell Frazier Investment Counselling beginning in 2026. Capital Planning Advisors, LLC serves individuals, including high-net-worth clients, institutional clients, trusts, pension plans, and business entities by providing portfolio management, financial planning, retirement plan consulting, and specialized services such as business and succession planning. The firm employs individualized investment strategies with diversified portfolios and manages over $1.3 billion on a discretionary basis.

Meredith Rosen is a financial advisor at Bedell Frazier Investment Counselling, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Bedell Frazier since 2004. Bedell Frazier provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $805 million in discretionary assets. The firm employs a combination of fundamental and technical analysis, utilizing individual securities, mutual funds, ETFs, and option strategies, with portfolios regularly monitored and rebalanced to meet client objectives.

Lawrence Hansen is a financial advisor with Capital Planning Advisors LLC in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Capital Planning Advisors since 2014 and Bedell Frazier Investment Counselling since 2026. Hansen is also a partner and founder of Capital Independent Insurance Services, where he provides insurance protection plans to business and individual clients. Capital Planning Advisors, LLC offers portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, institutional clients, trusts, pension plans, and business entities. The firm uses individualized investment strategies with diversified portfolios, incorporating tax considerations and a range of investment vehicles, and manages over $1.3 billion on a discretionary basis.

Deborah Mitchell is a CFP® and CFA® with 13 years of experience in the financial industry. She has been with Bedell Frazier Investment Counselling, LLC since 2015. Bedell Frazier provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $805 million in assets. The firm employs a blend of fundamental and technical analysis, uses a variety of investment vehicles including options strategies, and regularly monitors and rebalances portfolios to meet client objectives.

Jason Martin is a financial advisor at Bedell Frazier Investment Counselling, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Comerica Securities, Inc. and Ameriprise. Outside of advisory services, he is also an insurance agent with Capital Independent Insurance Services. Bedell Frazier serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $805 million in discretionary assets. The firm uses a blend of fundamental and technical analysis, incorporating long- and short-term strategies, tactical trading, and option strategies to construct and manage portfolios aligned with client objectives.

Cameron Jamison is a financial advisor at Capital Planning Advisors LLC with two years of industry experience. He holds a Series 65 credential and has worked at Bedell Frazier Investment Counselling, LLC for five years. Outside of his advisory work, he has been involved with the Lamorinda Water Polo Club since 2018. Capital Planning Advisors, LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, institutions, trusts, pension plans, and business entities. The firm uses individualized investment strategies with diversified portfolios and offers services including business and succession planning and executive benefit advice.

Michael Harris is a financial advisor with Capital Planning Advisors LLC in Roseville, CA, holding a Series 65 license and 12 years of industry experience. He has worked at Bedell Frazier Investment Counselling, LLC since 2006 and joined Capital Planning Advisors in 2026. Capital Planning Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, institutions, trusts, pension plans, and business entities. The firm uses individualized investment approaches with diversified portfolios and incorporates tax considerations into security selection, managing over $1.3 billion on a discretionary basis.

Michael Frazier is a financial advisor at Capital Planning Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Bedell Frazier Investment Counselling, LLC since 2002. Capital Planning Advisors, LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, institutional clients, trusts, pension plans, and business entities. The firm uses individualized investment strategies with diversified portfolios and integrates tax considerations into security selection.

James Mccarthy IV is a financial advisor with Bedell Frazier Investment Counselling, LLC and holds a Series 63 designation. He has 27 years of industry experience, including prior roles at Capital Planning Advisors, LLC and Legacy Capital Management. Bedell Frazier provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm manages portfolios using a blend of fundamental and technical analysis, incorporating individual securities, mutual funds, ETFs, and option strategies, with discretionary assets totaling approximately $805 million.

Abraham Garcia is a financial advisor with Bedell Frazier Investment Counselling, LLC and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at Charles Schwab & Co., Inc. and JP Morgan Securities LLC. Prior to entering finance, he worked at Milwaukee Spanish Immersion School for four years. Bedell Frazier provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing approximately $805 million in assets. The firm employs a combination of fundamental and technical analysis, incorporating long- and short-term purchases, tactical trading, and option strategies, with regular portfolio monitoring and rebalancing.

Anthony Okun is a Series 65-licensed advisor with Capital Planning Advisors LLC in Roseville, CA, and has three years of industry experience. His prior work includes roles at Bedell Frazier Investment Counselling and Finnegan's Marin. Capital Planning Advisors LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, institutional clients, and business entities. The firm employs individualized investment strategies with diversified portfolios and manages over $1.3 billion in discretionary assets.

Justin Amit is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Capital Planning Advisors LLC. His prior experience includes roles at Bedell Frazier Investment Counselling, Charles Schwab, Bank of America, and Merrill. Outside of his financial advisory work, he has been officiating baseball and football games since 2001. Capital Planning Advisors, LLC provides portfolio management, financial planning, and retirement plan consulting services to individuals, institutions, trusts, pension plans, and businesses. The firm delivers customized investment advice through regular reviews and diversified portfolios, and it manages over $1.3 billion on a discretionary basis.

John Chang is a financial advisor with Capital Planning Advisors LLC in Walnut Creek, CA, holding Series 65 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Morgan Stanley and Bedell Frazier Investment Counselling, LLC. Capital Planning Advisors LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, institutions, trusts, pension plans, and business entities. The firm offers individualized investment advice with diversified portfolios and utilizes both direct management and third-party money managers, overseeing over $1.3 billion in discretionary assets.

John Mooser is a Series 65-licensed advisor at Capital Planning Advisors LLC with one year of industry experience. His prior roles include positions at Bedell Frazier Investment Counselling, ClariVise Private Wealth, and Amwins. Capital Planning Advisors, LLC provides comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, institutions, trusts, and business entities. The firm offers individualized investment advice, utilizing diversified portfolios and tailored planning services, and manages over $1.3 billion on a discretionary basis.