Team

We are dedicated to helping our clients achieve their long term financial goals while at the same time managing their downside risk to help protect their Irreplaceable Capital.

Scott Pyle

Founder and CEO

949-955-7633

spyle@cwmgllc.com

Scott is the founder and CEO of the Comprehensive Wealth Management Group. He has over 30 years of experience in the investment, insurance and financial services industries.* He is a Chartered Life Underwriter, a Chartered Financial...

Janice Cousins

Director of Client Services

949-955-7632

janice@cwmgllc.com

Janice is the director of client services. She has over 18 years of experience in the insurance and financial services industry. Her experience and her passion is helping clients through the sometimes complex and time consuming...

Rodney Kauffman, CFA, MBA

Retirement Plan Consultant

949-955-7625

rkauffman@sageviewadvisory.com

Rodney Kauffman is a Lead Retirement Plan Consultant based out of SageView’s corporate office in Newport Beach, California. Rodney partners with clients by approaching retirement plans holistically through investment consulting, plan...

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