Advisor at Catalina Capital Group, LLC
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Firm
Catalina Capital Group, LLC
Location
Torrance, CA 90505
Credentials
Series 63, Series 65
Industry experience
18 years
Chris Frantz is a financial advisor with Catalina Capital Group, LLC in Torrance, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Catalina Capital Group since 2012. Outside of his advisory role, he is the owner of Frantz Holdings, a real estate investing and asset management business. Catalina Capital Group provides discretionary and non-discretionary portfolio management, pension consulting, and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers direct-index separately managed accounts with daily tax-loss harvesting and employs a combination of fundamental, quantitative, technical, and modern portfolio theory in its investment approach.
Based on Catalina Capital Group, LLC
Based on Catalina Capital Group, LLC
Up to $250,000 for pension consulting plans
Up to 1.50%
$300 per hour
2601 Airport Drive, Suite 375
Torrance, CA 90505
California · Texas
Catalina Capital Group, LLC
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Otium Advisory Group, LLC
I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.
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