At Capital Financial Consultants Group, we know that developing a plan for your future requires a level of personal touch as each plan is determined by your own values, goals, and assets. As a team, we understand that the best way to accomplish a successful financial plan is to get to know someone individually. We invite you to get to know our team of talented and knowledgable professionals who are here to be a part of your financial future.
Jeff is the President of Capital Financial Consultants Group – Orange County and a Registered Principal with Independent Financial Group, LLC. Jeff has an extensive background in business management and administration. He served as Chief Compliance Officer at his prior broker dealer, overseeing the regulatory interactions with FINRA and the SEC. Here he also oversaw the Due Diligence and Research & Analysis departments and has a vast background in evaluating alternative assets in real estate, business development and energy. Prior to merging his practice with Capital Financial Consultants Group, he co-founded a successful investment advisory firm.
Jeff specializes in Wealth Management and Financial Planning; in the protection, accumulation, preservation, and distribution of wealth, and he embraces general financial planning principles when working with clients in the management process. He holds FINRA Series 7, 24, and 66 licenses.
Jeff and his wife Tina live in San Juan Capistrano, CA with sons Joey and Isaac and daughter Lauren. In his spare time, Jeff stays busy in South Orange County and loves the beach, athletics and spending time with family, while also trying to find time to satisfy his love for the game of golf.
Haynes L. Kendall, Jr. is a Certified Financial Planner and an Investment Advisor Representative with over 35 years of experience in the financial services profession. He is also registered with FINRA as a General Securities Principal. Haynes is a Registered Securities Representative with Independent Financial Group, member of FINRA/SIPC.
Haynes received his Bachelor of Arts Degree in Journalism and Business from the University of South Carolina. Serving as a Naval Aviator, he obtained the rank of Lieutenant Commander in the U.S. Navy. Haynes received the Vietnam Service Medal while aboard the aircraft carrier, USS Constellation.
Haynes has completed advanced studies in the area of retirement planning, estate planning, taxation, portfolio analysis as well as planned giving, and received his certification as Certified Financial Planner® from the American College for Financial Planning. Haynes is a Planned Giving Specialist, and is a member of the Financial Planning Association.
Haynes and his wife Arlene reside in Fallbrook, California.
Check the background of investment professional on: FINRA's BrokerCheck