Irvine, CA Office

Robert Reedy is a financial advisor at Capital Synergy Partners with 19 years of industry experience. He holds the ChFC® designation and Series 63 license. Reedy has worked at Capital Synergy Partners since 2020 and has been involved with CPS Financial & Insurance Services and CPS Insurance Services since 2000, where he engages in life insurance sales and marketing. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individual clients, offering financial planning, portfolio management, and consulting through advisor-managed accounts, third-party money managers, and insurance products. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, maintaining fee-based and commission-based business lines with a primarily non-discretionary advisory approach.

James Moore is a financial advisor at Capital Synergy Partners with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capital Synergy Partners since 2017. In addition to his advisory role, Moore serves as Vice President and Employee/Compliance Consultant for ERISA retirement plans at CPS Employee Benefits Insurance Solutions, Inc. Capital Synergy Partners serves individual clients across a range of net worth levels, offering financial planning, portfolio management, and consulting through multiple advisory programs. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a primarily non-discretionary advisory model and a combination of fundamental and technical investment analyses.

Mark Guillod is a financial advisor with Capital Synergy Partners, holding a Series 66 designation and 16 years of industry experience. He has been with Capital Synergy Partners since 2012. Outside of his advisory role, Guillod is a CPA and owner of a tax consulting and preparation business. Capital Synergy Partners serves individual clients across various wealth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm combines fundamental, technical, and cyclical investment analysis, offering predominantly non-discretionary advice along with brokerage and insurance services through its dual RIA and broker-dealer registrations.

Stephen Clifford is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 licenses and totaling 26 years of industry experience. He has worked with Capital Synergy Partners since 2011 and has been affiliated with The Winfield Group, LLC since 2000. Outside of advisory work, he is involved in real estate sales and life and annuity insurance through The Winfield Group. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals with financial planning, portfolio management, and consulting. The firm offers multiple advisory programs, including advisor-managed and third-party money manager accounts, and operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer.

Matthew Gandy is a financial advisor with Capital Synergy Partners in Irvine, CA, holding a Series 66 designation and eight years of industry experience. He has been affiliated with Capital Synergy Partners since 2018 and has worked at related firms including CPS Financial & Insurance Services since 2019. Capital Synergy Partners serves individual clients across a range of wealth levels, providing financial planning, portfolio management, and consulting through advisor-managed accounts, third-party money managers, and insurance products. The firm operates both as an SEC-registered investment adviser and a FINRA-registered broker-dealer, employing a primarily non-discretionary advisory approach with multiple office locations.

Ralph Romano is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has previously worked at firms including RJR Financial Services, Inc., The Leaders Group Inc, Sigma Financial Corporation, and SPC. Outside of his advisory role, he is the owner of Executive Planning Group, LLC, which focuses on fixed insurance. Capital Synergy Partners serves both non‑high‑net‑worth and high‑net‑worth individual clients, offering portfolio management, financial planning, and third‑party money manager programs. The firm operates with dual RIA and broker‑dealer registrations, providing advisory services primarily on a non‑discretionary basis and utilizing a combination of fundamental, technical, and cyclical investment analysis methods.

Walter Lapovich is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2011. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a basketball referee and owns an insurance sales business. Capital Synergy Partners serves both non‑high‑net‑worth and high‑net‑worth individuals, offering portfolio management, financial planning, and third‑party money manager programs. The firm provides predominantly non‑discretionary advice and employs a combination of fundamental, technical, and cyclical investment analysis methods.

Cory Christiansen is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Capital Synergy Partners since 2014 and is also president and owner of Christiansen Financial Services, Inc., a fixed insurance business. Capital Synergy Partners serves individual clients across a range of net worth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm operates as both an RIA and broker-dealer, delivering primarily non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.

John Seel is a CFP® with 38 years of industry experience, currently serving at Capital Synergy Partners. He has been with Financial West Group since 2005. Outside of his advisory role, he owns and operates a fixed insurance business. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individual clients, offering portfolio management, financial planning, and advisor-managed accounts. The firm combines fundamental, technical, and cyclical investment analysis and operates as both a registered investment adviser and broker-dealer with affiliated insurance activities.

Andrew Holden is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Capital Synergy Partners since 2010 and has a long career history with CPS Financial & Insurance Services, Inc. and CPS Insurance Services. Outside of advisory work, he is involved in several business ventures, including serving as CEO and owner of multiple companies. Capital Synergy Partners serves individual clients across a range of net worth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm operates as both an RIA and broker-dealer, offering a mix of advisory and brokerage services with a focus on non-discretionary advice, utilizing fundamental, technical, and cyclical investment analysis methods.

Ronald Blau is a financial advisor with Capital Synergy Partners, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Capital Synergy Partners since 2011 and also works with National Life Group. Blau serves as a board member of the Jewish Free Loan Association of Greater Phoenix, a nonprofit organization. Capital Synergy Partners serves individual clients across a range of wealth levels, providing portfolio management, financial planning, and access to third-party money managers. The firm operates as both an RIA and a broker-dealer, offering advisory services primarily on a non-discretionary basis with a multi-method investment approach that includes mutual funds, equities, bonds, and covered-option strategies.

Matthew Melendez is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2014. He also holds an Enrolled Agent credential and operates a tax preparation business, Melendez Company & Associates Inc., as well as a fixed insurance sales business. Capital Synergy Partners serves individual clients across various wealth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm operates with both RIA and broker-dealer registrations, delivering predominantly non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.

John Bivens is a financial advisor at Capital Synergy Partners with 30 years of industry experience. He holds a Series 63 designation and has worked since 2003 at firms including Wells Fargo Investments, Onyx Investment Advisors, and Capital Synergy Partners. Outside of his advisory role, he is involved in business management consulting and fixed insurance sales as owner and president of Pacific Elite Management Group and Onyx Wealth Management, and he also serves as owner and CEO of a medical and wellness spa. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals, offering financial planning, portfolio management, and consulting through multiple advisory programs. The firm follows a primarily non-discretionary advisory model and maintains both fee-based and commission-based business lines.

Charles Taylor is a financial advisor with Capital Synergy Partners, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Capital Synergy Partners since 2017, and prior to that, he was with Invest Financial Corporation and Synergy Investment Group. Outside of his advisory role, he is the owner and president of Taylor Wealth Management Group, which provides fixed insurance, life, health, and long-term care products. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals, offering financial planning, portfolio management, and consulting through advisor-managed accounts, third-party money managers, and insurance and variable product offerings. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a primarily non-discretionary advisory model and multiple office locations.