Claremont Financial Group (CFG) is a Registered Investment Advisor (RIA) based in Costa Mesa, CA, specializing in personal financial planning and fee-based asset management services. With over 26 years of experience, their team of Certified Financial Planners (CFPs) and Chartered Financial Consultants (ChFCs) provide personalized and unbiased advice to individual investors, families, non-profits, and corporations, helping them achieve their financial goals and attain peace of mind.
CFG's comprehensive planning process identifies and manages various risks that may hinder the realization of personal goals, ensuring a higher likelihood of success. Committed to a fiduciary standard of care since 1994, CFG offers ongoing educational support to reduce financial stress and increase investor confidence. With the capabilities of major national firms and a community-based approach, CFG delivers attentive service and knowledgeable guidance to clients in California and across multiple states.
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