Products & Services
Cal Consulting International is an Independent Financial Advising brokerage that has been managing the financial needs and aspirations of its international client base since 1982.
CCI provides existing and prospective clients with wealth management and personal financial planning advice. More importantly, we offer products and services appropriate to each client and customizing them to meet their individual needs in order to maximize the benefit and investment performance in the most efficient way.
Our portfolio of products and services are designed with the future in mind, we build long-term relationships on a foundation of trust from which exceptional results can be achieved.
‘Through trust we achieve success’
The clients who work with Cal Consulting International and its team of consultants are individuals from both the private and public sectors including expatriates, corporate executives, HNW individuals, and corporate entities to list only a few.
The common thread between all of our clients is the need to invest with individuals they trust and with whom they can improve their financial standing.
Our team manages the investment activities of clients from LATAM to Asia to Western Europe. In order to effectively accomplish this and to keep clients fully informed of their investment accounts or portfolios, we utilize live meetings with voice and video conferencing for remote and traveling clients.
This means, we can work with clients working and residing in most countries around the world thus giving them access to our wealth of experience on how to maximize returns while being conscious of any possible tax implications.
In order to provide existing and prospective clients with the best possible service, our consultants operate on a referral basis. This allows for a more personal level of service and for prospective clients, who better than to speak about the abilities and results of the company and its consultants than their own friends and family who are existing clients.
As part of the process, a Fact Find will always be conducted by a consultant. This step in the process allows for the free-flow of information between the prospective client and the consultant on topics ranging from personal financial objectives to what university their children want to attend. In addition, the Fact Find discusses career mobility and possible future relocation.
In order to determine if Cal Consulting International Is right for you and your financial objectives, we advise a conversation with one of our experienced consultants.
They can provide an impartial review on you current investments and goals.
Providing you with an overview on you status as well as feedback on any opportunities for improvements, to maximize your returns and achieve your long term financial objectives.
To request a no-obligation financial review by one of our consultants,
Where we work
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