Advisor at Blue Sky Capital Consultants Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blue Sky Capital Consultants Group, Inc.
Location
Poway, CA 92064
Credentials
CFP®, Series 65
Industry experience
3 years
Matthew Goldberg is a CFP® and holds a Series 65 license, currently serving as an advisor at Blue Sky Capital Consultants Group, Inc. with three years of industry experience. His prior roles include working at D.M. Brenner, Inc. and positions at San Diego State and Grossmont Community College. Blue Sky Capital Consultants Group, Inc. manages approximately $248 million across several hundred client accounts, offering discretionary portfolio management, financial planning, and advisory consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a variety of investment strategies, including derivatives and margin use, to tailor portfolios according to client specifications.
Based on Blue Sky Capital Consultants Group, Inc.
Based on Blue Sky Capital Consultants Group, Inc.
Fixed fee of $3,600 for financial planning services, negotiable based on complexity and scope
$0 - $999,999.99: 1.00% annually $1,000,000 - $1,999,999.99: 0.89% annually $2,000,000 - $4,999,999.99: 0.77% annually $5,000,000+: 0.64% annually
Insurance commissions and brokerage commissions earned by affiliated registered representatives are separate and in addition to advisory fees.
$100 to $300 per hour for advisory consulting services
14259 Danielson St.
Poway, CA 92064
California
Blue Sky Capital Consultants Group, Inc.
2023 - Present (3 years)
D.M. Brenner, Inc.
2021 - 2023 (2 years)
San Diego State & Grossmont Community College
2016 - 2021 (5 years)
Student
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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