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Masees M

Series 65

Oregon, WI

Precision Capital Planning LLC

Masees Mesdjian is the sole advisor at Precision Capital Planning LLC and holds a Series 65 designation. He has a diverse background with experience at multiple organizations including ARRB Systems, UW Health University Hospital, and the Oregon School District. Mesdjian has been with Precision Capital Planning since 2026. Precision Capital Planning LLC provides fee-only financial planning and non-discretionary portfolio advisory services to individuals, families, high-net-worth clients, and small business owners. The firm employs a data-driven and structured planning process focused on long-term passive asset allocation using low-cost ETFs and emphasizes tax-aligned strategies and analytical rebalancing recommendations.

General retirement planning Roth conversion strategy Tax strategies for small businesses Tax-loss harvesting Established Professionals
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