Empowering Your Financial Future, One Investment at a Time
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CAPATA Financial’s Unique Approach
Founded in 2024 by Kevin Cloward, Sal Kureh, Gary Capata, and Michael Collins, CAPATA Financial offers integrated tax and financial planning services, rooted in our core values of client service, transparency, accountability, and innovation. Our unique approach combines tailored financial and tax advice with customized service and investment strategies. Our experienced financial planners and wealth management advisors, who take their fiduciary responsibilities seriously, are dedicated to helping you increase your wealth through effective tax strategies, enhanced investment performance, and minimized fees, enabling you to retain and utilize more of your earnings over time.
Our firm stands out for its unique structure: Unlike a typical advisory firm where the advisors outnumber the accountants, we are literally surrounded by accountants. We deeply understand the value and convenience that comes with aligning your portfolio management with your planning and tax advice services.
CAPATA CPA, a full-service accounting firm located in Newport Beach, California, was founded in 1986. The partners at CAPATA CPA, Kevin Cloward, Gary Capata, and Sal Kureh, with the addition of Michael Collins, founded CAPATA Financial in 2024, an investment advisory firm. CAPATA Financial offers integrated financial planning and wealth management services, grounded in our commitment to transparency, accountability, and innovation.
Our unique approach combines tailored financial planning and tax strategies with personalized service. Our experienced team, who take their fiduciary responsibilities seriously, is dedicated to helping you increase your wealth through tax strategies, investment performance, and minimized fees, enabling you to retain and utilize more of your earnings over time. We deeply understand the value and convenience that come with aligning your portfolio management and financial planning with appropriate tax strategies.
Your Success is Our Success
capata Financial
Our success is predicated upon the value we provide to our clients in helping them achieve their goals. Whether you are calling to discuss the markets or coordinating a comprehensive review, we go beyond the quantitative analysis and provide qualitative advice that is designed to drive results.
Our Services
Investment Management
At CAPATA Financial we approach investment management with one question in mind, how do we allocate capital in the most efficient way possible given current market conditions and your unique plan.
Financial Planning
At CAPATA Financial we lead with planning. This starts with a conversation to ensure we are addressing your concerns, as well as your objectives, in a manner that gives you piece of mind.
PHILANTHROPIC ADVISING
At CAPATA Financial we firmly believe that true wealth extends beyond the potential for monetary gains and investments. It includes the power to make a meaningful impact in the lives of others.
retirement
PLANNING
At CAPATA Financial we are your trusted partner in assisting to achieve your financial goals during retirement.
Cash Flow
Management
At CAPATA Financial we are committed to helping you efficiently manage your cash flow with careful planning to assist with liquidity and current income needs.
ESTATE
PLanning
At CAPATA Financial we understand that your legacy matters. Having piece of mind that our investment management teams have coordinated with your tax advisor and estate attorney to assist in preserving your wealth for generations.
Founded
30
Mastering Investment Management
Building Your Financial Future with CAPATA Financial
When it comes to securing your financial future, making well-informed decisions is paramount. At CAPATA Financial, we want to ensure that our process is transparent and gives you the piece of mind that you deserve.
Whether you’re a seasoned investor with a wealth of experience or a newcomer just beginning your financial voyage, our team is unwavering in our commitment to guide you through the intricacies of this dynamic landscape.
“For the defensive investor who required assistance, Graham recommended professional investment advisers who rely on “normal investment experience for their results … and who make no claim to being brilliant, (but) pride themselves on being careful, conservative, and competent… whose chief value to their clients is in shielding them from costly mistakes.” – Ben Graham