BLUE SKY CAPITAL CONSULTANTS GROUP
Financial Advisor in Poway, CA
Located right here in Poway, Blue Sky Capital Consultants Group is proud to serve as a trusted financial advisor to our local community. Known as “The City in the Country,” Poway offers a unique blend of close-knit neighborhoods and long-term roots—and we believe financial planning should reflect those same values. From our office on Danielson Street, our fiduciary advisors help Poway residents build financial clarity, confidence, and peace of mind with personalized, education-driven planning.
Your Financial Compass
Local Financial Planning for Poway Families & Retirees
Poway is home to growing families, established professionals, and retirees who value stability and thoughtful planning. Our team provides comprehensive financial planning tailored to the needs of Poway residents, including investment management, retirement planning, tax strategies, insurance planning, and estate considerations. We take a holistic approach so every part of your financial life works together—supporting both today’s priorities and tomorrow’s goals.
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 Work With a Poway Financial Advisor?
If you’re looking for a financial advisor in Poway who understands your community, values relationships, and provides fiduciary guidance, we’d love to meet you. Contact our Poway office today to schedule a complimentary consultation and take the next step toward financial clarity.
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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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.
