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Costa Mesa Office

151 Kalmus Drive
Suite J3
Costa Mesa, CA 92626
(714) 881-1595

Fountain Valley Office

18837 Brookhurst Street
Ste. 101
Fountain Valley, CA 92708
(714) 964-2700


Capital Planning Group, LLC

Capital Planning Group, LLC

(714) 881-1595

Capital Planning Group is a full-service financial firm committed to helping people to pursue the goals that matter most in their lives. We offer a wide range of financial products and services to individuals and business owners. Most importantly, we are dedicated to building meaningful, lasting relationships with our clients( and often their families). We look forward to getting to know you, and to discovering what matters most in your life.