Our Firm

Capital Financial Consultants Group is led by Jeff Fisher and Larry Steckler with two office locations: San Juan Capistrano, California and San Diego, California. 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 $94 million in assets and consists of three lead Certified Financial Planners and supporting staff. 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 60 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!

 

Click here to view our Client Relationship Summary