When two successful firms merge, it can only mean greater benefits for their clients. Capital Financial Consultants and Steckler & Wynns Financial Group joined forces in 2014 and continue to build on the wealth of knowledge and expertise they bring to the client experience as Capital Financial Consultants Group. Led by Haynes Kendall, Jeff Fisher, Larry Steckler, Michael Wynns, Daniel Gomes and Cheryl Seifert, the firm has three office locations: San Juan Capistrano, California; San Diego, California; and Sandpoint, Idaho. 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 $225 million in assets and consists of seven lead advisors/planners. 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 proud of that and strive to earn our clients' trust and confidence daily. Our team is 100% focused on what's best for our clients, providing customized strategies with their values, goals and priorities at the core of every recommendation.
With over 100 years of combined financial services experience and a commitment to quality and service, our mission is to leverage our skills and expertise to enrich the lives of each and every client we are privileged to serve. We look forward to the opportunity to serve you!