Our Firm

Profile and Philosophy

Capital Management Advisor Group, LLC is a Registered Investment Advisor with the SEC and a family firm that emphasizes individual retirement income planning. We hold relationships across the country and globe with  recognized custodial firms, asset managers, trust companies, estate and tax experts, and other consultants.   

We work exclusively by referral, providing advice to a very specific clientele of families, professionals and self-employed business owners. We understand the unique challenges and requirements facing today's investor and it is our goal to provide them a panoramic view of their financial future. We believe this is best accomplished through the combination of solid values, a written financial plan, and behavioral investment counsel. These key ingredients drive our relationships and guide our clients' responses through the varying economic and market conditions experienced over their lifetimes.

Leadership

Timothy B. Menez, ChFC, Owner, CCO 

Tim Menez began his practice in 1989. He earned his Chartered Financial Consultant (ChFC) designation through The American College and is a member of the Financial Planning Association (FPA). As owner and CCO, Tim provides the firm's overall direction and leadership.

Client Services

Andie Menez, Executive Admin / Client Services Manager

Andie Menez joined Capital Management Advisor Group, LLC in 2013 after attending Diablo Valley College and The Master's University.  She functions as liason between the firm's clients and its institutional relationships, providing administrative oversight and support for all client services. 

Dustin Menez, Financial Paraplanner Qualified Professional

Dustin Menez joined Capital Management Advisor Group, LLC in 2024 and holds a degree in Business Administration from The Master's University. He has held positions with Goldman Sachs and in the prior three years before joining CMAG,  worked within the financial planning division of Envestnet, Inc.