CB Wealth Management Group

Welcome to CB Wealth Management Group, a financial planning firm dedicated to helping our clients achieve their financial goals. Since 1985, our firm has been committed to providing unbiased and comprehensive solutions to individuals, families, and businesses in the Coachella Valley and beyond.

Our Firm

CB Wealth Management Group is an independent financial planning firm founded by Cathy L. Brown in 1996. With over 35 years of experience in the financial services industry, Cathy has built a reputation for providing personalized and unbiased financial advice to her clients. As a Registered Representative and Investment Adviser Representative of Independent Financial Group, LLC, Cathy holds the Series 24, 51, 7, 63, and 65 securities registrations, as well as a California State Insurance License. Skylar Brown, Cathy's son, joined the firm in 2016 and works alongside his mother to provide financial advice and solutions to the firm's clients. Skylar holds a Bachelor of Arts degree in Communications.

Our Services

At CB Wealth Management Group, we offer a wide range of financial services to meet the unique needs of our clients. Our services include:

• Annuities
• Long-term care insurance
• Group health insurance
• Life insurance
• Individual health insurance
• Disability income insurance
• 401(k) information request
• Mutual funds
• College savings plans
• Personal financial planning
• Retirement planning
• Estate planning
• Tax planning
• Investment management

Our goal is to provide our clients with a comprehensive and personalized financial plan that takes into account their individual needs, goals, and risk tolerance. We believe that financial planning is an ongoing process, and we work closely with our clients to ensure that their financial plans remain on track as their lives and financial situations change.

Our Qualifications

At CB Wealth Management Group, we take our responsibility to our clients seriously. We hold ourselves to the highest standards of professionalism and ethics, and we are committed to ongoing education and training to ensure that we are up-to-date on the latest financial planning strategies and products.

Cathy L. Brown has received the Elite Advisor designation from her broker-dealer IFG for each of the last 7 years. She is also a proud graduate of the University of Notre Dame, where she earned a Bachelor of Arts degree in Economics. Skylar Brown holds a Bachelor of Arts degree in Communications.

Our Calendar Events

At CB Wealth Management Group, we believe in the importance of financial education and community involvement. We regularly host and attend events in the Coachella Valley to help educate and empower our clients and community members on financial matters.

Some of our recent and upcoming events include:

• Women's Empowerment Luncheon: a quarterly event that brings together women from the Coachella Valley to learn, network, and empower each other on financial and personal matters.
• Community Financial Education Workshops: regular workshops on various financial topics, including retirement planning, college savings, and estate planning.
• Charity Golf Tournament: an annual event that raises funds for local charities and non-profit organizations in the Coachella Valley.

Resources

At CB Wealth Management Group, we are committed to providing our clients with the resources and tools they need to make informed decisions about their financial future. Our website offers a variety of resources, including:

• Articles: a collection of articles on various financial topics, including retirement planning, investment strategies, and tax planning.
• Calculators: a variety of calculators to help clients estimate their retirement income needs, evaluate investment strategies, and plan for college savings.
• Flipbooks: informative and engaging flipbooks on various financial topics.
• Newsletters: a monthly newsletter that covers current financial topics and trends, as well as updates on the firm and the community.
• Glossary: a comprehensive glossary of financial terms and concepts.
• Request a Quote: a simple and convenient way for clients to request a quote for various financial products and services.