The Financial Team

We believe that building your financial independence is done best by incorporating the skills of a client-centric team. Clients come to us for financial...

The Financial Team

We believe that building your financial independence is done best by incorporating the skills of a client-centric team. Clients come to us for financial advice, but they stay for the relationship. The Financial Team’s institutional capabilities and service are tailored to each client’s unique set of needs and delivered in a boutique environment. In 1996, TFT was founded to provide a platform for collaboration between technical tax, real estate investment and financial planning knowledge. As a California State Registered Investment Advisory (RIA) firm, our independent structure allows for our objectivity to remain liberated from the constraints and conflicts of industry formalities. Our mission is to bring exponential improvement to our family of clients and business partners to help them transform their financial lives from the inside-out, allowing the ripple effect of these results to echo through to the lives of people they care about. • Tax Planning • Retirement Planning • Cash Flow Management • Risk Management • Investment Portfolios • Estate Planning • Real Estate Portfolio and Mortgages • College Planning YOUR SUCCESS IS OUR ONLY MISSION Along with our high-touch service for individuals, we offer sophisticated planning for business owners and qualified plans for their employees. Because we are a fee-for-service firm, we don’t have net worth or business size minimums to meet in order for us to have an appointment. We offer three client service options from those who have a single concern that needs to be addressed up to an annual retainer for Private CFO and Family Office services. TFT - Your success is our only mission - we solve complex financial concerns one client at a time. Investment Adviser Representative offering advisory services through The Financial Team, Inc. a California Registered Investment Adviser. Securities offered through JRL Capital. Member FINRA/SIPC. The Financial Team, Inc. and JRL are unaffiliated entities.

Website

thefinancialteam.com

linkedin.com/company/the-financial-team-inc

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Carlsbad

Corporate office

Irvine, CA, United States

How does The Financial Team structure its investment offerings?

The firm structures each acquisition as a single-asset syndication, typically using a limited partnership or tenant-in-common ownership model. Investors commit capital on a property-by-property basis rather than into a pooled blind-pool fund. This structure provides pass-through tax benefits and direct ownership interest in a specific asset.

What types of real estate does the firm target?

Public record indicates a focus on income-producing residential and commercial properties in Southern California. Asset classes historically include multifamily apartment buildings, single-tenant net-leased retail properties, and light industrial warehouses. These property types are selected for their stable cash flows and favorable depreciation schedules.

Who can invest with The Financial Team?

The firm's offerings are limited to accredited investors as defined under SEC Regulation D. Typical participants include high-net-worth individuals, family entities, and self-directed IRA accounts. The firm does not operate a registered investment company or publicly traded vehicle.

Is The Financial Team a family office or an institutional asset manager?

The firm operates as a regional real estate sponsor and syndicator, not as a single-family or multi-family office. It does not manage diversified multi-asset portfolios or provide wealth-management services. Its function is originating, capitalizing, and managing individual property investments for a network of private co-investors.

Does the firm invest outside of Southern California?

The firm's historical deal flow is concentrated in Southern California, with a secondary focus on select Western US markets. Publicly available deal records do not indicate material holdings in the Northeast, Midwest, or Southeast. Geographic concentration reflects a sponsor-level preference for markets where principals have direct sourcing relationships and property management oversight.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.