BLUE SKY CAPITAL CONSULTANTS GROUP
Educating, Empowering, and Transforming lives through Financial Planning
Serving individuals, families and businesses in the San Diego area, across the United States and beyond
Your Financial Compass
Built on Service, Driven by Integrity
Blue Sky Capital Consultants Group is a financial planning and wealth management firm helping pre-retirees, retirees, business owners, and families make clear, confident decisions. Founded by a retired U.S. Navy veteran, our client-first approach combines disciplined planning with genuine care at every stage of life. From comprehensive financial planning to investment, retirement, tax, and risk strategies, we coordinate your entire financial picture. Proudly rooted in San Diego County, we serve clients locally, across the United States and Internationally.
Who We Serve
Retirees & Pre-Retirees
We take a long-term approach to your financial well-being, working together to create a personalized plan that helps you understand how much income your wealth can provide throughout retirement
Business Owners
We build a strong financial foundation for you and your business, designed to optimize retirement and exit strategies while supporting your key team members along the way
Individuals and Families
Whether you’re advancing in your career, planning for a family, or raising children, we’ll partner with you to create a personalized financial plan that helps you manage your money with confidence
New Investors and Young Professionals
We help new investors and young professionals establish a personalized action plan covering all aspects of a financial plan
Explore Our Core Services
Cash Flow Planning
Establishing a monthly savings and spending plan through budgeting and using leverage appropriately
Investment Management
Selecting appropriate investments, strategically positioning them relative to your planning phase while utilizing time horizon to achieve your financial goals
Retirement Planning
Transitioning from your working years to your avocation phase of life then retiring with vision, purpose and financial independence
Tax
Planning
Minimizing income taxes through tax strategies and proper investment selections
Estate Planning
Establishing a vision and plan to pass your estate to those you love and causes you are passionate about with minimum costs or delays
Insurance & Risk Management
Protecting self, family, and property from financial loss as a result of a health related condition, disability, death and/or external events beyond your control
Cash Flow Planning
Establishing a monthly savings and spending plan through budgeting and using leverage appropriately
Investment Management
Selecting appropriate investments, strategically positioning them relative to your planning phase while utilizing time horizon to achieve your financial goals
Retirement Planning
Transitioning from your working years to your avocation phase of life then retiring with vision, purpose and financial independence
Tax
Planning
Minimizing income taxes through tax strategies and proper investment selections
Estate Planning
Establishing a vision and plan to pass your estate to those you love and/or causes you are passionate for with minimum costs or delays
Insurance & Risk Management
Protecting self, family, and property from financial loss as a result of a health related condition, disability, death and/or external events beyond your control
The Blue Sky Difference
Why Clients Choose Blue Sky
Fiduciary Driven
A multi-generational team of 7 CFP® professionals, CFA® candidate and Licensed Insurance Professionals, we put your interests first—transparent advice with no hidden agendas.
Depth of Experience
We are committed to delivering advanced, integrated financial strategies backed by deep industry knowledge with over 85+ years of experience.
Education-First Approach
We explain the “why” behind each decision so you can move forward with clarity and confidence.
Truly Holistic Coordination
Investments, retirement income, taxes, insurance, and estate considerations—integrated under one cohesive plan.
Every recommendation is made in your best interest—clear, transparent, and aligned with your goals.
Let’s Build Your Plan Together
Ready to Plan With Confidence?
We help clients in San Diego County, across the United States and Internationally take the next step towards a stronger financial future. Let’s discuss your goals and build a plan that fits your life.
Cash Flow Planning
Establishing a monthly savings and spending plan through budgeting and using leverage appropriately
Tax Planning
Minimizing income taxes through tax strategies and proper investment selections
Retirement Planning
Transitioning from your working years to your avocation phase of life then retiring with vision, purpose and financial independence
Investment Management
Selecting appropriate investments, strategically positioning them relative to your planning phase while utilizing time horizon to achieve your financial goals
Insurance & Risk Management
Protecting self, family, and property from financial loss as a result of a health related condition, disability, death and/or external events beyond your control
Estate Planning
Establishing a vision and plan to pass your estate to those you love and/or causes you are passionate for with minimum costs or delays
CLIENT Testimonials
Trusted by Clients Across San Diego County
Our clients recognize our education-first planning, multi-generational CFP® team, and veteran-led values.
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Jane Faber
6 months ago
Jane Faber
6 months ago
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This is the text area for this paragraph. To change it, simply click and start typing. Once you've added your content, you can customize its design.
Jane Faber
6 months ago
Insights & Resources
Stay informed with practical tips, market perspectives, and step-by-step guides from our advisors.
Common Questions About Financial Planning
What does a comprehensive financial plan include?
Your plan connects cash flow, savings, investments, retirement income, insurance, taxes, and legacy into one coordinated strategy. We prioritize actions with clear milestones and accountability.
Is this just investment management under a new name?
No — investments are one part of the plan. We coordinate every area that affects your financial life so decisions don’t happen in silos.
How do CFP® professionals and fiduciary care help me?
CFP® advisors complete rigorous training and ethics standards. As fiduciaries, we put your interests first — transparent recommendations, plain language, and no hidden agendas.
Can you tailor plans for San Diego realities?
Yes. We plan with local considerations in mind — from housing and cost-of-living to California taxes — while serving clients nationwide with the same disciplined process.
How often will we meet?
We start with a focused planning sprint, then meet at least annually (often quarterly) and whenever life changes — new goals, market shifts, major purchases, or career moves.
