By Diana Britton
New York-based Cantor Fitzgerald Wealth Partners has acquired Capital Planning Advisory Group, a Yardley, Pa.-based RIA and the sixth team to join Cantor’s wealth management business since the launch of that division last September. The team manages about $120 million in assets, according to Meridian-IQ. The acquisition brings Cantor Fitzgerald’s wealth management division to just over $3 billion in assets.
The joining team includes George Luciani, president of CPAG, Annie Stiles, vice president and financial planner, Caren Habermehl, client service associate, and Dorie McCarthy, office manager.
