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).
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Total Assets Under Management94MILLION
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Total Number of Accounts757ACCOUNTS
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Average Account Value$124,174
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, ID
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.
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.
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.
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.
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.
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.
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.