Our Firm
Profile and Philosophy
Capital Management Advisor Group, LLC is a retirement income planning firm. We hold relationships locally and across the country with a nationally recognized custodial firms, research teams, money managers, trust companies, estate and tax experts, attorneys, and various 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 wise investment behavior counsel. These key ingredients drive our relationships and guide our client's responses through the varying economic and market conditions experienced over their lifetimes.
Leadership
Timothy B. Menez, ChFC, Owner, CCO
Tim Menez began his investment 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 the firm's owner and CCO, Tim provides overall direction and leadership for Capital Management Advisor Group with an emphasis on financial planning. Tim and his wife have been married for over 30 years and share time between the CA Bay Area and Park City, UT . They have three sons, one daughter and 5 grandsons. Tim devotes most of his spare time to his family and local church. He is also an avid cyclist and outdoor enthusiast.
Client Services
Mary Huff, Personal Assistant to Timothy Menez, Client Services Manager
Mary Huff is the administrative liaison between Capital Management Advisor Group's clients and the various institutional relationships we hold nationally. Mary holds a B.A. in Social Sciences from the University of California at Berkeley and brings many years of experience within the financial industry, and as an executive assistant. Mary lives in Livermore with her husband of over 20 years and their two children. In her free time, she enjoys theater, volunteering, traveling, attending Cal games, and spending time with her family.
Andie Menez, Office Manager
Andie Menez joined Capital Management Advisior Group in 2013 after attending Diablo Valley College and The Master's University. She serves as the firm's office manager and provides administrative oversight and support. Her interests include volunteering with her church, music, exploring new foods, and spending time with her friends, family and young nephews.