About Us

Modern glass office building reflecting the cityscape on a clear day.

Strategic Wealth, Personalized for You

We provide sophisticated financial guidance and tailored strategies to preserve, grow and transfer your wealth with confidence

Modern office lobby with wooden reception desk and stylish seating area.

Our Purpose

Located in San Diego, California, CFG always sees the bigger picture, and we strive to bring that to light for you. Many clients start out feeling overwhelmed or anxious about their long-term planning and finances, and we want to be there for you to put your mind at ease. We understand you will experience challenges along the way, so we do our best to anticipate and tackle those situations with you as they occur. We keep you on track to reach a well-lived and purpose-driven future.

Modern dining room with wooden slat divider and cozy chairs.

Our Team Approach

Over the years, we have found that a team approach effectively helps clients who have various needs as they maneuver through a complex world. We implement teamwork at its greatest potential, providing thoughts and opinions from various sources. Since there is no one size fits all strategy that will fit everyone's needs, you need advice from professionals having diverse backgrounds, education, and experience. So, you receive our undivided attention—from planning to execution to follow-up.

Comprehensive Financial Group

Our Financial Edge

Our financial edge combines fiduciary integrity with tax-smart planning and disciplined investment strategies. We design sustainable retirement income and thoughtful wealth transfer plans which work together seemlessly - helping you protect what you've built, enjoy it with confidence and pass it on with purpose.

Planning by Putting You First

We build a comprehensive strategy that helps you to focus on living while your money has the best opportunities for growth.

True financial planning begins with understanding you - your values, your goals, your concerns and your vision for the future. Before we talk about numbers, we listen. By putting you first, we design strategies that align with your life, not just the markets - creating a clear, personalized path toward financial confidence, security and long-term success.

Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Comprehensive Financial Group and IFG are unaffiliated entities.

IFG Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

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 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.