Capital Financial Consultants Group, Inc.

Capital Financial Consultants Group, Inc. (CRD# 133657) is a financial advisory firm headquartered in Poway, CA. They manage $94,000,000 in 757 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    757
    ACCOUNTS
  • Average Account Value
    $124,174
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, ID

Financial Advisors at Capital Financial Consultants Group, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Phillip A. Jones
CRD#: 4788541
14259 Danielson Street, Poway, CA 92064
96
Wealthminder
score

Phillip Jones (CRD# 4788541) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in Poway, CA and has over 12 years of experience in the finance industry. Phillip Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael S. Wynns
CRD#: 3072203
Office Tower Plaza, 16516 Bernardo Center Dr. Suite 300, San Diego, CA 92128
96
Wealthminder
score

Michael Wynns (CRD# 3072203) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in San Diego, CA and has over 19 years of experience in the finance industry.

3
Charles B. Denherder
CRD#: 5506488
Office Tower Plaza, 16516 Bernardo Center Dr. Suite 300, San Diego, CA 92128
93
Wealthminder
score

Charles Denherder (CRD# 5506488) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in San Diego, CA and has over 9 years of experience in the finance industry.

4
Daniel O. Gomes
CRD#: 6150133
16516 Bernardo Center Dr. Suite 300, San Diego, CA 92128
93
Wealthminder
score

Daniel Gomes (CRD# 6150133) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in San Diego, CA and has over 5 years of experience in the finance industry.

5
Cory W. Denherder
CRD#: 6783964
16516 Bernardo Center Dr. Suite 300, San Diego, CA 92128
87
Wealthminder
score

Cory Denherder (CRD# 6783964) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in San Diego, CA and has 1 year of experience in the finance industry.

6
Cheryl L. Seifert
CRD#: 2154701
123 S. Third Avenue, Sandpoint, ID 83864
86
Wealthminder
score

Cheryl Seifert (CRD# 2154701) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in Sandpoint, ID and has over 25 years of experience in the finance industry. Cheryl Seifert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Larry J. Steckler
CRD#: 2621508
14259 Danielson Street, Poway, CA 92064
86
Wealthminder
score

Larry Steckler (CRD# 2621508) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in Poway, CA and has over 22 years of experience in the finance industry. Larry Steckler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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