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Who Is CSP?

About Us

Capital Synergy Partners is a full-service broker dealer and registered investment advisor built by fiduciary-minded Life Insurance professionals and successful financial advisors. Our financial advisors are independent business owners focused on helping their clients achieve their financial and life goals. We enhance the practices of established, independent, like-minded professionals. Our suite of leading-edge technology and management systems create seamless, efficient access to time-saving tools for our advisors and their clients.

woman in the office

Above The Crowd


True Personal Service

Big enough to serve. Small enough to care. You are one in a million. To us, you are one of one. Our mission is to enhance your client relationships, enrich your opportunity, and engage your entrepreneurial spirit.


Technology That Helps

We have invested in leading-edge platforms and technology to simplify the execution of your complex wealth strategies. Our curated tech services library is easy to use and seamless to integrate.


Agile Independence

Our clients are established, successful advisors. CSP fiercely values their independence, their client relationships, and their integrity. Advisors choose us so that they can focus on their strengths, while we strengthen their offering.





2860 Michelle Drive, Suite 150
Irvine, CA 92606

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The Capital Synergy Partners® (CSP) Web site is maintained exclusively for active producers appointed with CSP, and is intended for broker use only. All information is intended for use as a guide, or as reference, and is believed to be current as of the date of its posting. Any misrepresentation of the information contained in the CSP Web site by its users is strictly prohibited.

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