Wealth ManagementInvestment management for individuals and families is the lifeblood of Catalina Capital Group. Each client comes with a unique background and a unique set of needs, and our team takes the time to learn about our clients and present them with solutions on how to improve their financial wellbeing.
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Financial PlanningFinancial and retirement planning has become an increasingly important service that we offer to our clients. We help navigate retirement using sophisticated tools and modeling. Additionally, we advise taking advantage of tax laws and regulations that can save clients immeasurable amounts of wealth.
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Corporate Retirement PlansThe landscape of retirement plan management has changed dramatically in the last few years. We work with business owners and executives to minimize liability and assist with fiduciary responsibilities for 401(k), 403(b), Profit Sharing, Defined Benefit, Cash Balance and Executive Comp plans.
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Who We ServeOur clients come in all shapes and sizes. We work extensively with business owners and their businesses. We have a growing base of millennial clients as we're starting to see a generational transfer of wealth. We also work with many retirees and other affluent families.
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Chris Frantz
Managing Director
Wealth Management |
Philippe Oertle
Managing Director
Wealth Management |
Bradd Donovan
Managing Director
Corporate Retirement Plans |
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We have a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients’ best interests. We owe our clients a duty of undivided loyalty and utmost good faith. We must employ reasonable care to avoid misleading clients and must provide full and fair disclosure of all material facts to our clients and prospective clients.
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Office Address |
Phone |
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Catalina Capital Group
2601 Airport Drive Suite 375 Torrance, CA 90505 |
Chris Frantz 310.540.5544
Philippe Oerlte 626.689.7903 Bradd Donovan 949.275.3008 |