Our firm, Blue Sky Capital Consultants Group, is led by Larry Steckler, CFP® and Michelle Lin, CFP®. Our office is in San Diego County, California. Our team serves over 265 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 retirement plan sponsors to aid in managing corporate retirement plans. Through process and plan design, we ensure costs are kept low while offering a robust selection of investment choices, which allows plan participants to truly customize and personalize their selections to match their life planning model.
The firm currently oversees more than $270 million in assets, and consists of five Certified Financial Planners and supporting staff. Our clients consist of professionals, retirees, business owners, corporate executives and more.
Our new clients primarily come to us from referrals, either by existing clients or professional relationships. We strive to provide customized planning to each client so that they may develop a vision for their goals. We use client goals to develop sound strategy and recommendations to achieve those goals.
With over 60 years of combined financial services experience and commitment to quality of life, our mission is to leverage our skills and expertise to enrich the lives of every client we are privileged to serve.
Consider meeting with us. We believe you will learn techniques which will be of value to you, even if you choose not to become our client.
We look forward to the opportunity to serve you.
Click here to view our Client Relationship Summary.
