Capital Crest Financial Group (CCFG) was founded by a distinguished group of professionals to provide streamline insurance, financial, and legal services to clients and their advisors. CCFG is a Third Party Representative for life insurance premium finance teaching the only Continuing Education approved course on the topic (CFP and DOI). Our unique process allows clients and their advisors to come together through education of available options and choose their best path. Our resources in the advanced financial planning market – notably, life insurance premium financing – separate our firm from others. CCFG educates advisors nationwide on the various areas and applications of premium finance and other advanced markets strategies. Our strength comes not only from our dedicated and knowledgeable team, but from our vast network of advisory partners – including attorneys, bankers, financial analysts, and insurance specialists. Our goal is to provide superior service and product education as well as simplifying advanced planning concepts into easily understandable concepts so our clients and advisor partners can make an educated and informed decision.
Andrew Marin, J.D. – Andrew is the Founder and CEO of Capital Crest Financial Group (CCFG). Andrew’s financial services practice focuses on estate planning and preservation, legacy planning, and Life Insurance Premium Finance. He has worked with advisors across the country, acquiring experience in helping individuals and businesses structure and fund complex life insurance transactions. Andrew is the principal instructor for CCFG’s Life Insurance Premium Finance course, Continuing Education approved for CFP and DOI. Furthering his education and offerings to his clients, he is a graduate of California Western School of Law in San Diego, and passed the California Bar Exam in February 2019 on his first attempt. Sharing his time between San Diego and Los Angeles, Andrew enjoys playing the piano, hiking, volunteering, real estate, and spending time with his family.
James Burns, Esq. – James is an in-demand lecturer on estate, retirement and business protection. James is licensed as an attorney and practices estate planning, asset protection, tax and corporate transactions. He is author of several books including the widely acclaimed financial book, The 3 Secret Pillars of Wealth. James’ life is about service. He served honorably in the United States Marine Corps’ Force Reconnaissance where he trained in special operations and anti-terrorism. After military service James parlayed his skill set into executive protection and worked for the late Doris Duke. There he assisted her daughter in establishing one of the first family offices to manage personal wealth and lifestyle assets.
James holds two law degrees, (JD) and (LL.M.) Master of Laws in tax and is admitted to practice law by the State Bar of California, U.S. District Court (Central District of California), U.S. Tax Court, and the U.S. Court of Federal Claims. He has represented clients before the IRS to their complete satisfaction and adulation.
James lives in South Orange County California where he is usually found in the gym or pool when he is not working. He was a tri-athlete in the 1980s while living in Hawaii where it all started and practices various types of martial arts and yoga. He is married and has one son who swims for UC Berkeley.
Lindsey Sherer – Lindsey is a financial specialist focusing on helping advisors expand their practice areas. She is studying for CFP license. Sharing her time between Bishop and Los Angeles, Lindsey enjoys the outdoors with her family when not working.
Marc Padilla – Marc has 25 + years experience in the insurance industry – working on many high profile cases over his career. His understanding of insurance products and their inner workings is tremendous. Marc assists with structuring insurance, retirement and estate planning, and providing insurance illustrations and competitive analysis. Living in Las Vegas, Marc enjoys spending time with his family, hot weather and a good show.