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  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Our Team

Larry Steckler MSBA, CFP®

President & CEO

Laurie McKee

Partner, Corporate Secretary

Michelle Lin MSBA, CFP®

Partner, Lead Planner

Scott Nabb CFP®

Client Services Manager

Peter Thomas

Chief Compliance & Operations Officer

Leilani Marques Harwood MPAS®, CFP®

Chief Marketing & Information Officer

Tyler Goglia CFP®

Client Services Manager Associate

John Velazquez CFP®

Client Services Manager Associate

Matthew Goldberg CFP®

Client Services Manager Associate

Vanessa Gonzales

Operations Manager

Office

14259 Danielson St
Poway, CA 92064

Contact Info

P | 858-513-8445
E | admin@blueskyccg.com

     

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Investment Adviser Representative offer advisory services through Blue Sky Capital Consultants Group, a registered investment adviser. Registered Representative offering securities and additional advisory services through Independent Financial Group, LLC (IFG) a registered investment adviser. Member FINRA/SIPC. Blue Sky Capital Consultants Group and IFG are unaffiliated entities. Licensed to sell securities in AL, AZ, CA, FL, IA, KY, MA, MI, NC, NM, NV, NY, OH, OR,  RI, TN, TX, VA, WA, WI. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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