Certified Financial Group, Inc. (CFG) is an independent financial services firm based in Newport Coast, California. Ira J. Garbutt established
CFG in 1985, providing insurance and retirement planning services to the business market.
Due to a rapidly changing marketplace in the financial services industry, CFG became affiliated with Chamberlain Group, an M Financial Group Member Firm, thereby gaining access to the best insurance resources in the country. CFG has positioned itself, through its affiliations,
to offer clients a competitive advantage not available in the general marketplace.
CFG dedicates itself
to helping our clients continually build and protect their net worth. We specialize in working with high net worth families, privately held businesses, and their advisors, in the
design, implementation and management of wealth transfer, business succession, executive benefit and retirement plans. Our overall goal is to seek the most practical solution for our
clients and to help them achieve their personal financial objectives.
- We assist our clients in building, maintaining, protecting and transferring business and family wealth for generations to come.
- Our primary focus is on services designed for owners and executives of small, medium and large size closely held businesses and estates.
- We work with clients along with their advisor team to understand their past experiences, current needs, and their goals for the future. We will also explore funding alternatives
that will include corporate, partnership, individual, and trust owned life insurance, disability insurance, annuities, 401(k) Plans and Deferred Compensation Plans.
- CFG's objective is to design a process that capitalizes on future planning opportunities, implement solutions, and provide administration and services. Independent, unbiased,
objective advice is the cornerstone of our firm.
