CAPITAL FINANCIAL CONSULTANTS GROUP

Capital Financial Consultants Group is led by Jeff Fisher and Larry Steckler with two office locations: San Juan Capistrano, California and San Diego, California. Our team serves over 500 families across the United States and internationally with financial planning, investment and insurance management services... The firm also provides resources for business owners, employers and 401k plan sponsors to assist in managing their corporate retirement plans. Our aim is to keep participant costs in check while offering a robust selection of investment choices that allows participants to truly personalize their retirement savings plans to fit their Life Capital Planning Model... The firm currently manages over $94 million in assets and consists of three lead Certified Financial Planners and supporting staff. Our clients consist of professionals, retirees, business owners, corporate executives and more. Most of our new clients come to us as referrals from existing clients. We are extremely..

Primary location: Poway United States