Capital Research & Consulting

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(626) 844-1440Call Visit WebsiteVisit Website Map & DirectionsDirections107 S Fair Oaks Ave Ste 315Pasadena, CA 91105 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Pasadena with Financial Planning Consultants

Alhambra (6 miles)
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Los Angeles (13 miles)
Monrovia (14 miles)
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El Monte (14 miles)

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Extra Phones: Phone: (626) 844-1442
Neighborhoods: Downtown Pasadena, Old Pasadena
AKA: Capital Research Brokerage Services
Other Link: http://www.capitalresearchandconsulting.com
Categories: Financial Planning Consultants, Accounting Services, Business Coaches & Consultants, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (626) 844-1440

Address: 107 S Fair Oaks Ave Ste 315, Pasadena, CA 91105

Website: http://www.capitalresearchandconsulting.com

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Capital Research & Consulting

Tax Services

Investment Management
John Odell, CFP® is a Principal of Capital Research + Consulting LLC. Mr. Odell is a CERTIFIED FINANCIAL PLANNER™. He also maintains various FINRA www.finra.org registered licenses including Series 7, 24, 27, 63 and 65 through Capital Research Brokerage Services, LLC, (“CRBS”) of which he is a principal. CRBS is a licensed broker/dealer with The Financial Industry Regulatory Authority. Mr. Odell is also a principal of Arroyo Investment Group. Arroyo Investment Group is strictly a fee-only investment management firm. Mr. Odell holds a Bachelor of Business Administration degree from the University of Notre Dame. Mr. Odell has been in the investment business since 1988.
Mutual Funds
Recent litigation against plan sponsors has included focus on fund selection. Over the years, we’ve identified a handful of signals mutual funds give off prior to faltering. Our Early Warning System, which is proprietary to CRC, alerts us when any of these signals occur. At that time, we’ll research and recommend a suitable replacement. You’ll only find this at Capital Research + Consulting.

Accounting Services

Financial Planning
We also offer full-service financial planning and investment management through our sister company, Arroyo Investment Group, if you’ve got $200,000 or more to invest and would like more help. At Arroyo, we’re a fee-only, fiduciary provider, meaning we always put your interests first. Arroyo Investment Group is one of the few certified financial planner firms that provides you with GIPS® compliant investment results...meaning you always know how good a job we are doing for you.
Retirement Planning
Asset Management
Lisa Taddeo is the Operations Manager for Arroyo Investment Group. She oversees all client servicing, trading and billing for our firm. Lisa joined Arroyo Investment Group in 2009, bringing twenty-one years of experience in the financial investment industry. Lisa started her career with Roger Engemann & Associates and has worked at NWQ Investment Management Company, Hotchkis and Wiley Capital Management, and Western Asset Management Company prior to joining our team. Lisa holds a Bachelor of Science degree in Business Administration from California State Polytechnic University, Pomona.

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