- Tax Services
- Investment ManagementJohn Odell, CFP® is a Principal of Capital Research + Consulting LLC. Mr. Odell is a CERTIFIED FINANCIAL PLANNER™. He also maintains various FINRA www.finra.org registered licenses including Series 7, 24, 27, 63 and 65 through Capital Research Brokerage Services, LLC, (“CRBS”) of which he is a principal. CRBS is a licensed broker/dealer with The Financial Industry Regulatory Authority. Mr. Odell is also a principal of Arroyo Investment Group. Arroyo Investment Group is strictly a fee-only investment management firm. Mr. Odell holds a Bachelor of Business Administration degree from the University of Notre Dame. Mr. Odell has been in the investment business since 1988.
- Mutual FundsRecent litigation against plan sponsors has included focus on fund selection. Over the years, we’ve identified a handful of signals mutual funds give off prior to faltering. Our Early Warning System, which is proprietary to CRC, alerts us when any of these signals occur. At that time, we’ll research and recommend a suitable replacement. You’ll only find this at Capital Research + Consulting.
- Accounting Services
- Financial PlanningWe also offer full-service financial planning and investment management through our sister company, Arroyo Investment Group, if you’ve got $200,000 or more to invest and would like more help. At Arroyo, we’re a fee-only, fiduciary provider, meaning we always put your interests first. Arroyo Investment Group is one of the few certified financial planner firms that provides you with GIPS® compliant investment results...meaning you always know how good a job we are doing for you.
- Retirement Planning
- Asset ManagementLisa Taddeo is the Operations Manager for Arroyo Investment Group. She oversees all client servicing, trading and billing for our firm. Lisa joined Arroyo Investment Group in 2009, bringing twenty-one years of experience in the financial investment industry. Lisa started her career with Roger Engemann & Associates and has worked at NWQ Investment Management Company, Hotchkis and Wiley Capital Management, and Western Asset Management Company prior to joining our team. Lisa holds a Bachelor of Science degree in Business Administration from California State Polytechnic University, Pomona.