Capital Growth Planning, Inc., (“CGP” or “the Company”) was established in 1969 as a diversified financial services corporation. CGP is the parent company of eight wholly-owned subsidiaries that collectively have developed multiple investment, insurance, banking, and other financial products and programs (“Financial Structures”) designed to take advantage of the significant revenue opportunities to be realized in specific niches within the following markets:

  • The Broker-Dealer Securities Market (investment banking, structure & product placement)
  • The Registered Investment Advisory Market (structured yield & Fund products)
  • The Qualified Institutional Market (design, structure & product placement)
  • The Financial Institutions & Banking Market (wealth management products)
  • The Life Insurance Market (traditional & non-traditional premium financed products)
  • The Life Settlement Market (structure & sourcing)
     

Through its subsidiaries, the Company is directly involved in the development and servicing of products and programs designed for “principal protected” investment and securities programs, structured yield and Fund products, traditional and non-traditional premium finance life insurance products, structured life settlement sourcing, qualified institutional product placement and structures, and more recently financial institution and/or banking products. The Company’s primary role is managing its subsidiary companies while developing, promoting and marketing these highly specialized, exclusive, and/or proprietary Financial Structures. Many of these products are specifically designed for partnership programs, product joint ventures, wholesale distribution, and/or syndication, while others are designed for co-venture sales, wealth management, and/or retail banking. CGP primarily focuses on products and services that are innovative, structurally sophisticated, and conducive to specific market niches that currently have little or no product/service representation.
  

 

405 East Lexington Avenue 4695 MacArthur Court
Suite 201 11th Floor
El Cajon, CA  92020 Newport Beach, CA  92660
619-440-7023 949-474-0670
800-440-1023 866-203-7032
FAX: 619-579-6378 FAX: 949-474-0986

 
answers@cgpfinancial.com * www.cgpfinancial.com   


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