DRAFT MODE

Our Firm

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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!

 

Orange County Office

31461 Rancho Viejo Rd. Suite #104
San Juan Capistrano, CA 92675

Phone: 949-248-8800
Fax: 949-248-2875

Inland Northwest Office

123 S. Third Avenue Suite #7
Sandpoint, Idaho 83864

Phone: 208-255-2766
Fax: 877-349-0174
 

Check the background of this Firm on:
FINRA's BrokerCheck

Capital Financial Consultants Group Inc BBB Business Review

 

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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