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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.

Family

Family

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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Helpful Content

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

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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What You Need to Know About Social Security

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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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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