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Capital Insight Financial Group Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Capital Insight Financial Group is a small financial services firm based in Livermore, California. It serves individuals and families planning for retirement, those already retired, or focused on career or small business ventures. As Life Planning Strategists, the firm emphasizes understanding clients’ values and goals to craft a tailored plan that balances capital preservation with wealth accumulation, including income replacement and asset protection if unforeseen events occur. The firm’s offerings are delivered through a framework in which securities are offered by Cambridge Investment Research, Inc., and advisory services are provided by The AmeriFlex Group, a registered investment adviser. Cambridge is independently owned, and other referenced entities operate independently from Cambridge.

Find Capital Insight Financial Group employees' phone numbers or email addresses

Capital Insight Financial Group Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Oceania
1

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  • Australia
    1

Capital Insight Financial Group's Leadership

  • Stylized image of a person
    R. L.
    Owner
    Mobile Phone
  • Stylized image of a person
    S. B.
    Managing Director
    Mobile Phone
  • Stylized image of a person
    L. W.
    Senior Financial Planner And Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    F. B.
    Principal
    Mobile Phone
  • Stylized image of a person
    V. P.
    Administrative Assistant
    Mobile Phone

Capital Insight Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Capital Insight Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. L.
    Owner
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    S. B.
    Managing Director
    Mobile Phone
    AustraliaWestern Australia
    Apr 16, 2026
  • Stylized image of a person
    L. W.
    Senior Financial Planner And Wealth Advisor
    Mobile Phone
    Jun 25, 2026
  • Stylized image of a person
    F. B.
    Principal
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    V. P.
    Administrative Assistant
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Capital Insight Financial Group known for?

Minus sign iconPlus sign iconCapital Insight Financial Group was founded in 2015 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-925-449-****
. Explore Capital Insight Financial Group's company overview page for more information.

What is Capital Insight Financial Group's most common email format?

Minus sign iconPlus sign iconCapital Insight Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Insight Financial Group email formats with LeadIQ.

How many employees does Capital Insight Financial Group have currently?

Minus sign iconPlus sign iconCapital Insight Financial Group has approximately 2 employees as of August 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Capital Insight Financial Group's key employees and leadership?

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As of August 2026, Capital Insight Financial Group's key employees include:

  • Owner: R. L.
  • Managing Director: S. B.
  • Senior Financial Planner And Wealth Advisor: L. W.
  • Principal: F. B.
  • Administrative Assistant: V. P.

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