DRAFT MODE

Poway Office

San Diego County Office

Capital Financial Consultants Group
14259 Danielson Street
Poway, California 92064
Phone: 858-513-8445
Fax: 858-513-9116


Larry Steckler, MsBA, CFP®

Financial Planner
President, Chief Executive Officer

CA Insurance License #0B60684

 

Larry graduated from the University of New Mexico in 1985. He completed a Master's Degree in Management from the Naval Postgraduate School in 1992 and completed a Master's Degree in Business Administration – emphasis in financial and tax planning in 1997. He is a Certified Financial Planner and is licensed to practice financial planning.

Larry provides financial planning services with consideration given to taxation, liability and estate distribution issues. He offers particular emphasis on family and business financial planning. Clients can benefit from his experience in goal setting and strategy development. Additionally, Larry offers significant experience in matching investment time horizon to investment mix, and in risk management techniques. He also provides financial plan implementation services to include equity and fixed income investments, risk management services through life, health and disability insurance products and referral services to attorneys, certified public accountants and real estate professionals.

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Larry has extensive experience in developing capital accumulation and capital preservation strategies. He continues to devise programs for the pre-independence client/retiree client to maximize the potential for current income and eventual estate distribution objectives. Larry is able to bring real world experience and academic theory to bear when advising clients.

Larry is active in the financial planning community. He has served on the board of governors for San Diego's Financial Planning Association as President and Chairman of the Board. Larry has been quoted in the Wall Street Journal and he has been featured in the Money Makeover segment of the San Diego Union-Tribune. He has also been a guest on The Financial Advisor's radio show on KOGO AM 600.

Professional experience outside the financial planning profession includes service and retirement as a U.S. Naval Officer. Larry has also served on a board for a local private school and currently serves as advisor to a prominent private charitable foundation. Larry's broad range of experience, academic background, and thorough understanding of the essential elements to build a comprehensive financial plan contributes to his ability to assist clients in achieving their goals and perhaps their dreams.

Check the background of investment professional on:
FINRA's BrokerCheck

 


Michelle Lin, MsBA

Client Services Manager

Michelle has played a key role in the company’s growth by providing excellent client service. Michelle holds a Bachelor degree in Business Administration with an emphasis in Marketing and a Master degree from San Diego State University, emphasis in Financial Services and Entrepreneurship. She joined the firm in 2008 and is FINRA series 7 & 66 licensed. Michelle was born and raised in Taiwan and she speaks three languages: English, Mandarin and Taiwanese. In her leisure time, she enjoys dancing and spending time with family and friends.

 


Scott Nabb, CFP®

Client Services Manager

CA Insurance License #0L32786 

 

 

Scott began his career in Financial Planning Services in 2011 and joined the Capital Financial Consultants Group team in June 2014.  He graduated from San Diego State University with a Bachelor of Science degree in Financial Services and completed the Personal Financial Planning certificate program while there. Scott is a CERTIFIED FINANCIAL PLANNER™ and California Public Notary and holds the Series 7 and 66 FINRA Licenses.  He is committed to providing excellent client service and being a trusted resource for the clients of Capital Financial Consultants Group.  Scott is a member of the Financial Planning Association and enjoys spending time with family and friends, hiking, biking, and rooting for his favorite sports teams.  Go Aztecs!

 


Vicky Li

Securities Analyst

Vicky joined Capital Financial Consultants Group in June 2014, after graduating from San Diego State University (SDSU) with a master’s degree in Financial Planning and Taxation. Prior to moving to San Diego, she attained her bachelor’s degree in Finance with an emphasis in Investment Management from the University of Macau. Vicky is an active member of the Financial Planning Association, San Diego Chapter and was the President of the SDSU Student FPA Chapter from May 2013 to May 2014. With her eagerness to learn and practice financial planning, she is currently studying for the CERTIFIED FINANCIAL PLANNER TM exam.


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In her free time, Vicky likes cooking, painting and traveling. She also enjoys church activities every weekend with her friends.


Carmela Williams

Operations Manager

Carmela joined the firm in February of 2015 and is the firm’s Operations Manager. She is responsible for overseeing the overall operations for the firm’s three locations. She has 22 years of Broker/Dealer back office experience. She holds her FINRA series 99 Operations license. Her background in the financial industry and current skills have added value to the firm as she is the primary liaison among the various locations, provides client related services as well as assists the associate planners and lead planners with daily tasks.


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Carmela was born in San Diego and has two children: Ashley and Jacob. She loves country music, football (San Diego Chargers) and being outside in the sun. She enjoys spending quality time with family and friends.

Advisory services offered through Capital Financial Consultants Group, Inc., a registered investment advisor. Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Capital Financial Consultants Group, Inc. and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130. Licensed to sell securities in AL, AZ, CA, CO, DC, FL, GA, HI, IA, ID, KY, MI, MT, NC, NM, NV, NY, OH, OK, OR, TX, VA, WA, WI.

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