- Investment ManagementShannon Wallace is an Executive Assistant who joined our Claremont office in November 2008. She has over 16 years experience providing administrative support at the Executive level. In November 2005 she left PIMCO, a large Investment Management Firm in Newport Beach to focus on her family. At CFG she works hard to provide exceptional customer service and administrative support to all of CFG’s clients.
- Accounting Services
- Financial PlanningOur clients derive many benefits from our personal financial planning process. Perhaps the most important benefit is that once financial goals are clearly identified and properly planned for, they are much more likely to be achieved. Our planning process identifies the various risks that can undermine the realization of personal goals. Once these risks are acknowledged and planned for, they can be effectively managed using a variety of proven techniques.
- Retirement PlanningW. Dennis Renter, CFP® has been involved in the financial services and investment advisory business for more than 40 years. He has conducted numerous retirement planning seminars for executives at companies such as: Lockheed Martin, Hughes, Raytheon, Loral Aerospace, UNYSIS, and Steelcase. In addition to being a contributing author to
- Asset ManagementLaremont Financial Group (CFG) specializes in personal financial planning, guidance, and fee-based asset management services. We will help you organize, simplify, and optimize your financial pursuits. The investment world, the tax world, the legal world, etc... is an interwoven and fairly complex realm that is constantly changing. Our guidance will save you time and spare you from potentially costly mistakes. We also provide an ongoing educational component that helps reduce our clients financial stress and fosters an increase in their investor confidence. The attainment and maintenance of your financial peace of mind is our primary concern.