CATALINA CAPITAL GROUP
  • Home
  • Services
    • Wealth Management
    • Financial Planning
    • Corporate Retirement Plans
  • Philosophy
  • About
    • Chris Frantz
    • Philippe Oertle
    • Bradd Donovan
  • Contact
  • Client Login
    • Charles Schwab Institutional
    • Client Portal Login

Wealth Management. Financial Planning. Corporate Retirement Plans. 

Welcome to Catalina Capital Group, a registered investment advisor. In building this firm from the bottom up, we have put our clients needs first. By combining big bank sophistication with boutique firm service, we feel we are offering clients an unparalleled experience.

What We Do

Picture

Wealth Management

Investment 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. 
Learn More
Picture

Financial Planning

Financial 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. 
Learn More
Picture

Corporate Retirement Plans

The 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.
Learn More

Who We Serve


Our 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.
Picture

Who We Are

Chris Frantz

Picture
Managing Director
​Wealth Management

Philippe Oertle

Picture
Managing Director
​Wealth Management

Bradd Donovan

Picture
Managing Director
​Corporate Retirement Plans

We are a fiduciary to our clients. 

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.

Contact Us

Submit

Office Address

Phone

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
​

    Sign Up For Our Newsletter

Subscribe

©2023 Catalina Capital Group, LLC. All rights Reserved. 2601 AIRPORT Drive, Suite 375 Torrance, CA 90505

Privacy Policy
Form CRS
Disclosures
  • Home
  • Services
    • Wealth Management
    • Financial Planning
    • Corporate Retirement Plans
  • Philosophy
  • About
    • Chris Frantz
    • Philippe Oertle
    • Bradd Donovan
  • Contact
  • Client Login
    • Charles Schwab Institutional
    • Client Portal Login