Call us with any questions regarding your retirement. (858) 550-3960 or toll free (800) 884-5121

About Us

CFG Wealth Management opened its doors in June 2002 with the goal of providing quality and comprehensive financial planning, investment management and income distribution solutions to our clients. Our trusted team of advisors specializes in financial planning, risk management, retirement and estate planning, portfolio design, investment management and goal integration. At CFG Wealth Management, we are committed to a single goal… the successful design and implementation of a financial plan that stands the best possible chance to result in a bright financial future for our clients. Each financial plan is carefully tailored to each client’s goals, purpose, tolerance for risk and time horizons. We help you to analyze your current financial status and design a plan to help you reach your goals. Once a plan is in place, we provide the necessary tools and investment management solutions to put that plan into action.

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