Rancho Bernardo Office with Cory

San Diego Office

 

Capital Financial Consultants Group
16516 Bernardo Center Drive
Suite 300
San Diego, California 92128
Phone: 858-360-7800
Fax: 858-360-7801

 


Michael S. Wynns, ChFC®, AIF®

Financial Planner
Chief Financial Officer

CA Insurance License #0C34996

 

 

Michael S. (Mike) Wynns, a partner of the firm, began his career as a successful small business owner. As President and General Manager of a San Diego restaurant from 1989 until 1997, he gained knowledge and hands-on experience in business management, customer service and strategic planning. When Mike joined The Ray Lucia Group in 1998, his passion for financial services emerged, and he soon acquired his securities, life, health and disability licenses. In 2000, he and Larry Steckler founded Steckler & Wynns Financial Group, today known as Capital Financial Consultants Group.

Show More

Mike is an active member and past Board Member of the Financial Planning Association of San Diego. He earned his Chartered Financial Consultant® designation (ChFC®) through The American College of Financial Services in 2010.

Combining his expertise in small business issues and financial planning uniquely positions Mike to be a trusted resource and guide to his clients in both personal and business-related financial services. He helps his clients articulate and blend their personal and professional goals, and then create strategies to achieve them that honor their values and priorities.

Mike and his wife, Maria, live in Blossom Valley. They are the proud parents of two adult daughters who Mike coached in Girls’ Fastpitch Softball for 10 years. That took all of his free time for quite a long time. Now, when he’s not working, you might find Mike on the golf course, hunting or boating on Lake Powell with his family.

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

 


Daniel Gomes, MBA, CFP®

Financial Planner

CA Insurance License #0I08175

 

 

Daniel Gomes is a graduate of the University of Southern California where he earned his MBA. Daniel also has a BS in Business Administration with an emphasis in Financial Services and a Certificate of Personal Financial Planning from San Diego State University. He served in the United States Marine Corps for 21 years, retiring as a Marine Officer.

Show More

Dan brings the ethics, leadership and commitment developed while in service to his country to the financial industry; these attributes allow him to assist clients in their financial needs and critical life decisions.

Dan believes that financial plans are developed through personal relationships fostered by trust, mutual respect, transparency and understanding. People are unique as are their financial situation and goals; each financial plan must be tailored to fit and updated over time as one’s life changes. This is accomplished by taking the time and effort to gather critical information and providing clear, easily understood explanations of financial concepts, quality financial products and services available. These guiding principals are applied to businesses as well, whether they are large or small. Dan enjoys helping business owners maximize their employer sponsored retirement plans; these companies range from Sole Proprietorships to Corporations.

Dan was the Director of a Financial Services firm based out of Hawaii prior to joining Capital Financial Consultants Group. Dan is an active member of the Financial Planning Association of San Diego and has the following licenses: Series 7, 24, 66, Life Insurance and Long Term Care.

Dan lives in the Carlsbad area with his wife, Cari; they enjoy sporting events, outdoor activities and are learning to play golf. He also donates his time to multiple non-profit organizations of which he is a board member. Dan works on both motorcycles and classic cars as a hobby.

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

 


Mark A. Umek

Financial Advisor

CA Insurance License #0B98519

Mark A. Umek is a licensed financial service representative with Independent Financial Group LLC and is affiliated with Capital Financial Consultants Group, Inc. providing financial and planning advice for small businesses and individuals. He is licensed in multiple states across the country where his clients reside. He has Series 7, 63 and 65 securities licenses and a California insurance license. He has been working in the financial services industry for over 25 years.

Show More

Mark has been a member of the Escondido Rotary Club for over 10 years. During that time he has been involved in several club and community activities including being a facilitator for the Rotary Youth Leadership Awards weekend, several years as Chairman of the Relay for Life event in Escondido and, most recently, as the coordinator for the Rotary 4 Way Test Speech Contest.

In his non-working time Mark enjoys golf, sailing, and table games. He has been married to his wife, Sandy, for 40 plus years and they have two adult children and four grandchildren.

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

 


Phillip Jones, CFP®, AIF®

Retirement Plan Solutions Specialist

Phil attended San Diego State University and graduated with a Bachelor of Science degree in Business Administration emphasis in Finance. Upon completion of college, he started working for Capital Financial Consultants Group (formerly Steckler & Wynns Financial Group) in 2001. While working for this firm, Phil progressed from client services, to a licensed FINRA series 7 representative assistant, and eventually earned his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning in 2008.  Currently he is focusing on providing customized retirement plan solutions to business owners.

Show More

Away from work, Phil spends most of his time with family and friends in the San Diego area either patronizing local eating establishments, watching movies, or maybe playing a friendly game of Texas Hold’em.

 


Cory DenHerder​

Financial Advisor

Cory DenHerder was born and raised in San Diego. After graduating from San Diego State University with a degree in Finance, Cory worked for eMoney Advisor, a financial planning software company. There he helped advisors craft personalized financial plans for their clients. In early 2017, Cory joined the Capital Financial Consultants Group Team and shortly thereafter became a Financial Advisor.

With a background in business finance and experience with developing customized financial plans, Cory can provide a broad range of financial consulting services. Cory has a deep passion for investing and loves portfolio management along with investment research.

Show More

Away from work, Cory travels around Southern California racing his Porsche on the weekends. If he's not racing or working on his car, you can find him playing basketball at a local gym or playing beach volleyball.

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

 


Charles (Chuck) DenHerder

Financial Advisor

Chuck DenHerder was born and raised in Bozeman, Montana. In 1989, he and his wife, Stacy, traded majestic mountain views for the warm breezes of the West Coast. San Diego has been home to the DenHerder’s since then - it’s where they built their life together, raised their sons and still live today.

With a background in business law, accounting and finance, Chuck has the expertise and experience to provide a broad range of financial consulting services. In addition to serving private clients, Chuck also acts as Chief Financial Officer for DenHerder & Associates, the Estate Planning Law Firm that he and Stacy co-founded in 1992.

Show More

At the core of Chuck’s wealth management philosophy are the proven, time-tested principles he passionately shares with his clients to help them reach their goals: (1) spend less than you earn, (2) save for the future, (3) give generously of your time, talent, and resources, (4) objectively make life decisions with the best information available, and (5) recognize and acknowledge the blessings in your life. He enjoys the long lasting relationships with his clients that allow him to participate in and celebrate their successes.

When he’s not working, you won’t find Chuck with his feet up! He and his oldest son, Cory, are regulars on the Southern California Porsche racing circuit. His younger son, Carsten, plays competitive basketball, so if Chuck isn’t at the track on the weekends…he’s on the court.

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

Advisory services offered through Capital Financial Consultants Group, Inc., a registered investment advisor. Securities and additional advisory services offered through Independent Financial Group, LLC (IFG), a registered investment advisor. Member FINRA/SIPC. Capital Financial Consultants Group, Inc. and IFG are unaffiliated entities. 

Licensed to sell securities in AL, AZ, CA, CO, DC, FL, GA, HI, IA, ID, MI, MT, OK, OR, TX, WA, WI.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved