Comprehensive Financial Planning Services

Everything Your Financial Life Needs

Full-Service Solutions Under One Roof

Blue Sky Capital Consultants Group provides a full suite of financial planning and wealth management services to address every aspect of your financial life. Our fiduciary team coordinates investments, retirement income, taxes, insurance, estate and legacy considerations so your entire plan works together.


Based in Poway and serving San Diego County & Beyond, we deliver education-first guidance that builds clarity and long-term confidence. Whether you’re just getting started, nearing retirement, or already retired you’ll find expert support and a clear next step here.

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Explore Our Services

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Comprehensive Financial Planning

Cash Flow Planning

Establishing a monthly savings and spending plan through budgeting and using leverage appropriately

Smart Investing

Investment Management

Selecting appropriate investments, strategically positioning them relative to your planning phase while utilizing time horizon to achieve your financial goals

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Golden Years

Retirement Planning

Transitioning from your working years to your avocation phase of life then retiring with vision, purpose and financial independence 

Tax Efficiency

Tax Planning

Minimizing income taxes through tax strategies and proper investment selections

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Leaving a legacy

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

Protection

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

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Fiduciary Guidance

Business Consulting

Plan design, benchmarking, and fiduciary oversight for 401(k) and other plans — supporting owners and employees.

Value Emphasis

Experience That Sets Us Apart

With a multi-generational team of CFP® professionals and 85+ years of combined experience 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. As fiduciaries, we put your interests first — transparent advice, no hidden agendas. Our integrated approach connects investments, retirement income, taxes, insurance, and estate considerations into one cohesive plan. Ready to see your whole picture working together?

Our Process – A Structured Approach to Planning

How We Work

We keep the experience clear, collaborative, and focused on what matters to you. From day one, you’ll know the plan, the why, and the next step.

Discovery & Goals

We listen first to understand your priorities, timelines, and risk comfort.

Plan Design

We build a personalized, actionable plan with clear milestones.

Implementation

We coordinate investments, tax moves, and protection strategies.

Ongoing Guidance

We review regularly and adjust as life and markets change.

Trusted Financial Planners in San Diego & Nationwide

Start Your Journey Today

Ready to Get Started?

Whether you’re planning retirement, growing wealth, or seeking comprehensive coordination, we’re here to help. Contact our team today to schedule your consultation and start building a plan that fits your life.