Blue Sky Capital Consultants Group, Inc.
Financial ServicesCalifornia, United States11-50 Employees
Blue Sky Capital Consultants Group, Inc. is a financial services firm based in Poway, California. It serves clients across life stages—from working professionals to retirees and business owners—by developing personalized financial plans. These plans aim to optimize income and asset management with tax efficiency to support long-term life objectives. Securities are offered through Independent Financial Group, LLC, a FINRA/SIPC member broker-dealer, while advisory services are provided by Blue Sky Capital Consultants Group, Inc., a registered investment adviser; the two entities operate independently. An OSJ branch is located in San Diego. Its client base includes individuals at various life stages as well as business owners seeking guidance through a complex financial landscape, reflecting a mid-sized operation in California's financial services market.