Who is CSP


Contact Info

2860 Michelle Drive, Suite 150
Irvine, CA 92606

Contact Us

Whether it’s helping the students in your life go to college, growing your business, setting up unique retirement plans or establishing a legacy by which you will someday be remembered – you seek guidance from a professional trusted advisor to help you build, achieve and create.

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.

CSP does not offer any proprietary products, and with access to leading independent research, our advisors are able to provide unbiased and objective solutions to meet their client’s unique investment needs.

Our financial advisors may recommend one or more of the following products or services:

  • Advanced Estate and Retirement Design
  • Direct Participation Products
  • General Securities
  • Investment Advisory Services
  • IRAs
  • Lending and Banking Services
  • Mutual Funds
  • Qualified Retirement Plans
  • Trust Services
  • Variable Annuities
  • Variable Life Insurance

With convenient, safe access to your account information 24 hours a day, seven days a week, you’ll know exactly where you stand every day.  You can choose to go paperless with online versions of your monthly statements, trade confirmations, tax documents and other important shareholder information.  Click here to sign into your account or log in as a visitor.