Capital Crest Financial Group (CCFG) was founded by Andrew Marin, J.D., in 2015 to provide skilled areas of focus on estate planning and preservation, business and succession planning, and advanced insurance planning. CCFG brings together experts and true thought leaders in a collective approach to provide solutions for clients’ concerns. Our goal is to educate our clients to make informed decisions to move ahead with confidence. Our goal for our advisor partners is to provide a tailored platform to educate, innovate, and elevate their organizations to new heights.
CCFG is a Third Party Representative for life insurance premium finance – teaching a Continuing Education approved course on the subject (CFP and DOI). In addition to advanced planning concepts, CCFG provides insurance and financial services to clients at any income level or stage of planning.