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We build wealth using our customized perspective and broad capabilities.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Our Services

As an independent financial firm in Orange County, CA, we have more than 30 years of combined experience creating personalized retirement strategies for individuals, families, and professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.

Financial

Financial

We look forward to helping you and your loved ones explore their financial goals.

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Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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We're Here For You!

Since 1984 CPA Financial Group, Inc has helped numerous young professionals nationwide. We've helped people just like you explore their goals -- and in many cases, meet them.

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We're Here For You!

We're Here For You!

Since 1984 CPA Financial Group, Inc has helped numerous young professionals nationwide. We've helped people just like you explore their goals -- and in many cases, meet them.

Contact Christopher Jenkins and his team to learn how we can help you reach your goals.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Women & Retirement

Retirement strategy is an important part of holistic financial wellness, yet it can present a unique set of challenges and considerations for women. While the fundamentals of saving, investing, and retirement strategy are universal, women may face distinct factors that can impact their retirement roadmap.

Chris Jenkins

Chris Jenkins

CPA, MTax, CRPS

chris.jenkins@lpl.com

Faye Adl

Operations Manager

faye.adl@lpl.com

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