The Story Behind Blue Sky Capital Consultants Group
We serve as a compass for our clients, investing in the depth of our relationships, bringing clarity to their current situation, and helping them navigate the complexities of their life
Where Our Journey Started
How It All Began
Blue Sky Capital Consultants Group was founded by a retired U.S. Navy veteran who believed the same discipline and clarity used to navigate open seas could guide people toward financial “true north.”
What began as a San Diego area practice became a trusted wealth management firm known for education, transparency, and long-term relationships serving client across the United States and Internationally.
Our multi-generational team of CFP® professionals brings measured judgment to every decision, helping clients move forward with calm and confidence. Built on service, we continue to lead with integrity, purpose, and a steadfast commitment to transforming lives through financial planning.
Empowering Your Best Decisions
Mission Highlight
Our mission is to educate, empower and transform lives of every client through financial planning.
We desire for our clients to make confident financial decisions through transparent guidance, disciplined planning, and unwavering fiduciary care.
Our Guiding Principles Built on the PILLAR of Strength
The Values That Define Us
Passion for Excellence
We strive to excellence in everything we do and desire to exceed expectations
Integrity
We place the interest of our clients before the needs of our firm
Leading by Example
We are committed to applying the same principles we teach our clients
Lifelong Learning
We provide opportunities for our team members to sharpen their current skills, expand their knowledge and expertise
A Balanced Life
We encourage our team to devote time not only to their families and friends but to personal growth and development without compromising our spiritual practices and core values
Respect
Regardless of our differences in culture, background, and values we embrace diversity inside and outside our organization
Meet our experienced team
Laurie McKee
President & CEO
MSBA, CFP®
Laurie McKee
President & CEO
MSBA, CFP®
Laurie McKee
President & CEO
MSBA, CFP®
Meet the Experts guiding you
Ready to Meet the Team?
Experience a collaborative approach where you work with a team, not just one planner — ensuring continuity, responsiveness, and well-rounded advice. Schedule a no-cost consultation to see how our planners can help guide your financial journey with clarity and care.
Your Trusted Financial Planners, Coast to Coast
Proudly Serving San Diego County and Beyond
Headquartered in Poway, we serve clients across San Diego County and throughout the United States with comprehensive financial planning, investment management, retirement income strategies, and coordinated tax and risk planning.
As an SEC-registered investment advisor, our advisory team includes multiple CFP® professionals committed to fiduciary standards and ongoing education.
We operate independently and fee-based/fee-only (as applicable), aligning our guidance with your best interests. For transparency and due diligence, key disclosures and professional affiliations (e.g., BrokerCheck, CFP®) are accessible via our site footer and client materials.
