CKG Financial
Join Our Family and Secure Your Financial Future
At CKG Financial, our dedicated team works together to provide personalized wealth management with the care and attention your family deserves. Experience the difference of working with a family business that truly cares about yours.
See If You Qualify for a Free Consultation
Answer a few questions to help us understand your financial situation and goals
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Jaime Rodriguez
Video Testimonial
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Welcome to Our Family
CKG Financial is more than a business—it's a family commitment to helping you secure your financial future
Carlos
Founder & Lead Advisor
With decades of experience, Carlos brings expertise and dedication to every client relationship
Kris
Client Relations Director
Kris ensures every client feels valued and supported throughout their financial journey
Caleb
Financial Analyst
Caleb brings fresh perspectives and modern strategies to help clients achieve their goals
Julio
Systems Administrator
Julio manages our technology infrastructure to ensure seamless and secure client experiences
Family Values
We treat every client like family, with care, respect, and genuine concern for your success
Legacy in the Making
A family business being passed down, combining experience with fresh perspectives for your future
Personal Touch
Direct access to our family means personalized service and attention to your unique needs
Family-Focused Financial Services
Our family brings generations of expertise to help your family thrive
Get In Touch
Ready to start your financial journey with our family? Reach out to us today.
Calculate your Required Minimum Distribution for retirement accounts
This calculator provides estimates based on IRS life expectancy tables. Consult with a financial advisor for personalized advice.
Ready to Become Part of the CKG Family?
Schedule a complimentary consultation with Carlos, Kris, or Caleb to discuss your financial goals and discover how our family can help yours achieve lasting financial success.