Catalina Capital Group

 

Catalina Capital Group

Associate

About

Are you a business owner or executive who wants to offer your employees a retirement plan that will enhance their financial futures? Are you looking for creative ways to invest your own retirement savings into unique assets as well as traditional investments? And are you looking to shift legal liability off you as a retirement plan sponsor to a third-party fiduciary?  

Catalina Capital Group (CCG) can help you accomplish all those goals. They have extensive  experience in the 401(k), 403(b), and retirement services industry specializing in investment advisory services. CCG also shifts legal risk and responsibility away from business owners and executives by acting as an independent third-party fiduciary. CCG delivers cost effective retirement plan solutions to local Hawaii companies by streamlining and automating administrative functions — freeing up more time for executives and HR professionals to focus on their businesses. Unlike many retirement plan advisors, CCG is available to work with each of your individual employees to provide investment advice and answer questions they have as they save and plan for their own retirement.

Membership Type

Associate

Contacts

Primary
Financial Advisor, Managing Director

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