Capital Crest Financial Group was founded by a group of experienced professionals in an effort to bridge the gap between clients and advisors in the advanced financial planning market and most pointed – life insurance premium financing space. Capital Crest Financial Group is made up of seven key members – three insurance agents specializing in various fields, two CPAs, one attorney, one financial advisor, and one operations manager. Capital Crest Financial Group educates advisors on the various areas and applications of premium finance nationwide. Our strength comes not only from our dedicated and knowledgeable staff, but also from our vast network of advisory partners – including estate planning firms, financial analysts, and insurance organizations. Our goal is to provide a sustainable, long-term model and to simplify premium finance into an easily understandable concept so our clients and advisor partners can make an educated and informed decision.
Andrew Marin – Mr. Marin is the President of Capital Crest Financial Group (CCFG). Mr. Marin’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. Mr. Marin is the principal instructor for CCFG’s Life Insurance Premium Finance course. Furthering his education and offerings to his clients, he is a part-time law student at California Western School of Law in San Diego, with an anticipated graduation date in Spring of 2018. Sharing his time between San Diego and Los Angeles, Mr. Marin enjoys boating, hiking, volunteering, real estate, and spending time with his family.
Marc Schulman – Marc has been an international management consultant and operations executive for over 25 years. He has served as Interim CEO for some of his clients. He has turned around complex, troubled operations for IBM and other Fortune 50 companies as well as many other smaller companies. Marc has developed and taught curriculum on Managing Complex, Global Operations as well as People Management and Leadership to IBM operations executives and managers. The last operation Marc turned around had 80 locations in 20 countries. He left IBM in 2002 to build his own client base.
Some of Marc’s clients have had great success in the medical services arena, and he currently serves as an adviser to a couple of those companies. He has coached and mentored hundreds of senior executives, managers and other leaders in the US as well as in China and Vietnam. He has also built a couple large global sales teams that continue to produce solid results.
Prior to his corporate career, Marc served in the Navy from 1982 to 1986 and held various technical and management positions in the US and overseas. He holds a B.S. degree in Business Administration with a major in Finance and a minor in Human Resources from the University of Maryland. Living in Colorado, Marc enjoys monthly trips to Southern California, being active, and spending time with his wife, children, and new grandchild.
David Alemian – Mr. Alemian is the Vice President of CCFG. Mr. Alemian is a leading retirement expert and recognized authority whose expertise is shared via video columns, numerous journals and talk-radio. Most recently, Physician’s Money Digest and MD Magazine signed Mr. Alemian to a five-year contract to produce and host a new weekly financial video series titled “The Alemian File”. Formerly the host of “It’s About Money” Radio Show, Alemian has also produced and is featured in over 200 financial education videos. Additional content can be found in many well-respected, publications including: Physicians Practice, Journal of Clinical Oncology, Consultant Live, Psychiatric Times, Cancer Network, OB/GYN.net, and The Healthcare Executives Network. Mr. Alemian hails from the east coast, relocating to San Diego in the early 2000s. He lives with his wife and two pug dogs in a suburb on the beach in North San Diego – enjoying beach bootcamp, boating and spending time with his family.
Nino Venturella – Nino has over 15 years of wealth management experience through his prior employment with Wells Fargo Private Bank, specializing in commercial & residential lending, business financing, and marketing. Prior to working in banking, he worked as a property/casualty sales agent for State Farm Insurance and held a California Real Estate license. He has an acute understanding of business development, contract negotiations, and market dynamics of the financial industry. Nino assists each in house Advanced Planning project, bringing his expertise to structure and administer management of complex transactions. Nino assists new lending partners across the country implement and manage Advanced Planning divisions.
Nino is a long-time San Diego resident and has built a large business network over his career. He leverages his contacts and relationships to help raise money for those in need. He has a passion for organizing niche philanthropic events which led him to create the non-profit Cruise 4 Kids, with his wife Bianca. Cruise 4 Kids produces several galas and exotic car rallies. Nino is also the Social Chairman for the San Diego chapter of Karma International, a private social club.
When home from traveling and out of the office, Nino enjoys spending time with his wife, two children – Sophia and Lorenzo.
John Cornish III – Mr. Cornish’s passion is creating or improving retirement plans, by evaluating clients existing 401(k) or 403(b) plans. For many high-income professionals, retirement plans are one of the most important sources of wealth accumulation. Consequently, any organization that wants to win the war for talent MUST have a highly competitive retirement package. Mr. Cornish’s responsibilities are providing the day-to-day delivery of services to clients and its plan participants, including consulting, administration and employee education. He meets with employer representatives on a regularly scheduled basis to review all aspects of both financed and traditional retirement plans. He conducts group educational and enrollment meetings for employees, and following group meetings, he remains available to meet with individuals to help them accomplish their individual retirement goals. Bringing his services to CCFG in 2015, he has been an invaluable asset in extending the CCFG platform to his vast social media following and top industry leaders. Residing in North San Diego County, he enjoys spending time with his family, traveling, and is always up for a cigar!
Derek Smith – Derek provides full-service tax & accounting within CCFG, specializing in individuals and business tax & accounting needs. Derek specializes in providing services to Individuals, LLCs, C Corps, S Corps, Estates, and Trusts. With a passion for what he does, coupled with the experience and expertise needed to serve the needs of our clients, Derek provides an unrivaled level of service to all clients.
Derek and his wife enjoy boating, the outdoors, and traveling.