Orange County Office

Orange County Office

Capital Financial Consultants Group
31461 Rancho Viejo Rd. Suite #104
San Juan Capistrano, CA 92675
Phone: 949-248-8800
Fax: 949-248-2875


Haynes L. Kendall, Jr. CFP®

CA Insurance License #0B99599

 

 

Haynes L. Kendall, Jr. is a Certified Financial Planner and an Investment Advisor Representative with 35 years of experience in the financial services profession. He is also registered with the National Association of Securities Dealers as a General Securities Principal. Haynes is a Registered Securities Representative with Independent Financial Group, member of FINRA/SIPC.

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Haynes received his Bachelor of Arts Degree in Journalism and Business from the University of South Carolina. Serving as a Naval Aviator, he obtained the rank of Lieutenant Commander in the U.S. Navy. Haynes received the Vietnam Service Medal while aboard the aircraft carrier, USS Constellation.

Haynes has completed advanced studies in the area of retirement planning, estate planning, taxation, portfolio analysis as well as planned giving, and received his certification as Certified Financial Planner® from the American College for Financial Planning. Haynes is a Planned Giving Specialist, and is a member of the Financial Planning Association.

Haynes and his wife Arlene reside in Fallbrook, California.

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

 


Jeff Fisher

Chief Compliance Officer

 

 

Jeff is a partner with Capital Financial Consultants Group and a Registered Principal with Independent Financial Group, LLC. Jeff has an extensive background in business management and administration. He served as Chief Compliance Officer at his prior broker dealer, overseeing the regulatory interactions with FINRA and the SEC. Here he also oversaw the Due Diligence and Research & Analysis departments and has a vast background in evaluating alternative assets in real estate, business development and energy. Prior to merging his practice with Capital Financial Consultants Group, he co-founded a successful investment advisory firm.

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Jeff specializes in financial planning; in the protection, accumulation, preservation, and distribution of wealth, and he embraces general financial planning principles when working with clients in the management process. He holds FINRA Series 7, 24, and 66 licenses.

Jeff and his wife Tina live in Corona, CA with sons Joey and Isaac and daughter Lauren. In his spare time, Jeff stays busy with family in Corona and loves coaching youth football, basketball, baseball, and soccer teams for his kids, while still trying to find time to satisfy his love for the game of golf.

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

 


Angela Lord

Angela oversees the administration of the Orange County office of Capital Financial Consultants Group in San Juan Capistrano. Angela joined the firm in December 2013 and has an extensive background in administration and technology. Prior to joining Capital Financial Consultants Group Angela worked as the administrator for equity investment firm Glickman Capital in Beverly Hills. She began her financial career at Comerica Bank in 1993 where she integrated mapping technology and information systems to promote the bank's compliance strategies and reported on the bank's policy issues.

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Born and raised in Southern California, Angela is a certified hypnotherapist and was recently acquired by a cat named Q.


Janet Ashurst

Janet specializes in Client Service and Administration in the Orange County office of Capital Financial Consultants Group. She has an extensive background in legal and financial services. Janet had previously worked for Ameriprise Financial and a prestigious law firm in Chicago. She holds a Paralegal Certificate, and together with her financial services background this gives her a unique knowledge base to assist clients.

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Janet and her husband Gary recently relocated to California from Chicago with their dog Baylie, however, they are originally from England. She enjoys golfing and hiking and has recently taken up paddle boarding.


Leilani Marques Harwood, MsPFP, MPAS®

CA Insurance License #0G08928

 

 

 

 

 

 

Leilani is responsible for the preparation, implementation, and monitoring on the financial planning process for the firm. She provides support for the advisors with client relations, investment sponsor relations, along with the management and cross-training of the team members.

In 2016, she launched a pilot program educating young adults and young families on the basic financial planning concepts and investing, importance of estate planning, risk and debt management. Leilani oversees the program and continues to bridge the gap with providing quality advice for the under-served generation.

Leilani began her financial services career in 2009 as a financial adviser obtaining her FINRA series 6 & 63 as well as her California Life Insurance license. She joined Capital Financial Consultants Group (formerly known as Steckler & Wynns Financial Group) in May of 2012 then transitioned from the San Diego office to the San Juan Capistrano office in 2014 to provide operational and financial planning support. Leilani has extensive background in customer service, administration, management, financial and insurance services.

She holds a Bachelor of Science degree in Business Administration with an emphasis in Financial Services from San Diego State University, a Master of Science degree in Personal Financial Planning from the College for Financial Planning and a Master Planner Advanced Studies SM designation. She is originally from Guam and enjoys spending time with her husband, Jason, and two sons, Trystan and Jadeyn, as well as her immediate and extended family.

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.  CA Insurance License #0G08928

 

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.

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