• Who Is CSP?

    Capital Synergy Partners is a full service broker dealer and registered investment advisor built by successful Life Insurance professionals and financial advisors to enhance the practices of established, independent, like-minded professionals. Learn More

  • Why Work With A CSP Advisor

    Capital Synergy Partners provides our financial advisors and their clients with a wide range of top-tier investment products and services from some of the most well-respected financial services firms in the industry. Learn More

  • Become A CSP Advisor

    Capital Synergy Partners’ financial advisors are entrepreneurial business owners focused on providing the best possible financial advice to their clients. It’s your business, it’s your brand, CSP supports your success. Learn More

  • Investor Connect

    In addition to updates about your account(s), you will be provided information about happenings in the markets, relevant news that is timely and actionable and other interesting financial information. Account Login



Client Login

Please click here to access your account or register for the first time.

Contact Info

2860 Michelle Drive, Suite 150
Irvine, CA 92606

Contact Us

Capital Synergy Partners® (CSP) was established in 1998 to harness the powerful synergy between the life insurance industry and the securities industry. Our web site is here to offer both our clients and their advisors a convenient, reliable and secure method of managing and maintaining personal and business information, as well as locating and downloading current forms, marketing materials and updates, 24 hours a day, 7 days a week.

Capital Synergy Partners enables our advisors to be client driven not product driven. We believe that to successfully serve the high net worth client our financial advisors must be able to offer an unbiased broad spectrum of life insurance, annuities, long term care insurance, complete general securities services, direct placement investments, trust services, retirement plans and fee based investment advisory services backed by a highly professional and experienced back office.


Our Mission

We are dedicated to building and strengthening the independent practices of established life insurance and financial planning professionals, enabling them to secure and manage the assets of high net worth clients.

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Our Vision

A national coalition of experienced, independent life insurance professionals with comprehensive investment service capabilities to completely serve the financial needs of high net worth clients and closely held businesses.

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