C7 Capital Group is a financial consulting practice that was founded on integrity, honor, trust and education. Our extensive knowledge, unparalleled commitment, and genuine core values are prevalent throughout our entire process. We are devoted to helping our clients achieve optimal financial success through honest strategic planning.
Financial consulting is never one-size-fits-all, which is why we specialize in fully-personalized strategies that are tailored to your specific needs and goals. With all of our clients, we are not only committed to helping you reach your version of financial achievement, but also understanding why. We emphasize the importance of education, and we strive to help our clients obtain all the necessary information before making any decisions.
Our purpose is to deliver our clients proper education about their available choices, superior planning options, and a solid support system. We understand that life can change in an instant, and we emphasize the importance of fully comprehending the options at hand and preparing for the unknown in order to properly preserve your assets.
C7 Capital Group was founded on integrity, honor, trust and education. We are loyal to each and every one of our clients, and we aim to make them feel confident about their finances through trustworthy strategic planning. Additionally, we provide our clients with constant support and educational resources as we help lead them towards a successful financial future.
Daniel Cucuiat has over 20 years of experience in the financial services industry. In the mid 90’s he started his own independent residential and commercial valuation and real estate investment consulting firm. During this time, he advised private and institutional clients on projected property values and long-term investment returns based on existing economic conditions at the time of purchase. After nearly 13 years of success, the company was sold to a larger firm. And in 2005, Daniel decided to focus on a career in financial consulting.
Prior to founding C7 Capital Group, Daniel built a distinguished career in wealth management, including eight years as an adviser with the John Hancock Financial Network, senior financial advisor roles with two independent RIA’s, and Service as a financial consultant with Fidelity Investments. Daniel’s career as an advisor has led him to concentrate largely on asset protection in an effort to secure retirement income for his clients. His focus on complex solutions to financial consulting has enabled his client base to grow substantially.
Daniel recognizes the importance of education throughout the planning process, and he wants to make sure his clients are making responsible and knowledgeable decisions with their finances. Additionally, a large part of Daniel’s planning process is concentrating on managing risk while still allowing clients to participate in the upside of the market. Paired with his values and four-step process: Intake, Review, Design and Implementation, Daniel is dedicated to helping clients achieve optimal financial success.
Daniel is a graduate of the University of Redlands where he earned a bachelor’s of science degree in business and managerial economics. He also holds his Series 7/65/63 along with Life/Health licenses. Daniel is heavily involved within his community and supports the Orange County Chapter of The Cystic Fibrosis Foundation, The Leukemia and Lymphoma Society, and is an active member of the Financial Planning Association.
All investing involves risk and there is no guarantee that any investment strategy will be successful.
Do you have any questions or comments about your current financial situation?
Let’s discuss. Contact our office today by calling (714) 264-5055.
1001 Avenida Pico, Suite C296
San Clemente, CA 92673
(714) 264-5055
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