18400 Von Karman Ave, Suite 400
Irvine, CA 92612
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Our Philosophy

Mission Statement

To better serve our clients through passion and integrity of providing true unbiased financial planning along with experienced investment management that empowers our clients to reach their personal and financial aspirations. We help protect, manage, and grow the wealth of their life’s work through professional advise, implementation, and umcompromising high quality personal service.


To be recognized as a Premier Financial Planning and Investment Firm on a national level.


Pinnacle Consulting Group began its journey in 2000, focusing primarily on helping individuals who were preparing for retirement or were already in retirement. As the firms infrastructure continued to rapidly grow and evolve, the focus expanded to accommodate a wide variety of clients, ranging from successful business owners and executives to individuals who have accummulated wealth through other ventures and sources. Now, with a talented staff at hand, an extensive network of nationally recognized colleagues, and a vast wealth of knowledge in most all shapes and sizes of financial planning, we stand ready to help guide you towards meeting your life’s goals and objectives.