Broker Check

2906 Roosevelt St
Carlsbad, CA 92008

LinkedIn

Market Capital Management & Insurance Services

(760) 434-3575

 

Market Capital Management & Insurance Services

Market Capital Management & Insurance Services

President

(760) 434-3575
john@marketcapitalmanagement.com

Market Capital Management, Inc. creates and preserves client financial portfolios using all resources available. Although we are generalist in the financial planning industry, covering all aspects of a clients financial future; specialists are consulted when it is relevant to the clients best interest. It is our goal to have long term relationships with our clients, communicate regularly, and operate under the following 5 Core Values.

  1. Integrity - we will always do what is right
  2. Trust - we will always keep our promises
  3. Client Focus - our clients are our business
  4. Education/Knowledge - we will always keep learning
  5. Professional - we will always be dependable, reachable and responsive

As financial advisors we are experienced at developing financial solutions for individuals and business based on lifestyle needs. Relationships are established with individuals, plans are developed, and client financial portfolios are monitored and reviewed regularly. Preservation of assets and continued portfolio growth are our primary objectives. Client financial portfolios are a full spectrum of specialized products and services.

We also present complimentary quarterly workshops & presentations designed to educate individuals and businesses in the community. Information on financial issues is presented in the form of a workshop by professionals licensed in their particular field. All information presented is general purpose and generic. There is no reference to any particular company, product or service. The workshop presentations are to educate and not to sell or make recommendations on specific products or services.