The CFG Team

CFG Administrative Staff

Gaetan Scalzo, CFP and Nick Scalzo, CLU, ChFC are President and CEO of CFG, Inc. respectively. They have 35 years of cumulative experience as independent financial consultants. Their firm, Claremont Financial Group, Inc., manages over $225,000,000 in assets for hundreds of clients.

Gaetan holds the series 6, 7, 63, 65 and life and health insurance licenses, while Nick holds 7, 24, 63, 65 and life and health insurance licenses.

Their client list includes CEOs of publicly traded companies, doctors, lawyers, educators, and former financial services professionals, to list a few.

J. Michael Fay, PhD, CFP has been involved in the financial services industry since 1982. He was President and founder of Claremont Financial Group, Inc., a Registered Investment Advisory that specialized in pre-retirement financial planning and investment management. He personally managed assets using Modern Portfolio Theory prior to transitioning his practice to institutional asset managers. He now serves as Chairman of the Board and Consultant to current management.

Mr. Fay has served on numerous public and private boards of directors, including Associated Services Corp. where he was Chair of the Audit Committee, elected three terms to the Claremont Unified School District Board of Education, and currently serves on several not-for-profit boards. He is also founder and President of the Institute for Training Leaders Foundation, Inc.

W. Dennis Renter, CFP has been involved in the financial services and investment advisory business for more than 35 years. His focus has been on retirement and investment planning, pension and estate planning, and portfolio management. His clientele consists of high-net-worth individuals who prefer a personal relationship with their advisor. Mr. Renter has conducted numerous retirement planning seminars for executives at companies such as: Lockheed Martin, Hughes, Raytheon, Loral Aerospace, UNYSIS, and Steelcase.

In addition to being a contributing author to Love, Money, and Control and Strictly Business, he has authored numerous articles on charitable trusts, retirement planning and institutional asset management. He is a member of the Institute of Certified Financial Planners and the Financial Planning Association.

CFG Administrative Staff

Matt Turnbull has been a Para-Planner for Claremont Financial Group since February of 2006. Matt is Registered General Securities Representative ( Series 7) and an Investment Advisor Representative (Series 66). Securities licensed (Series 6) (Series 63) and California Insurance Licensed in 1998. He is responsible for preparing client proposals, data research, servicing client accounts and overall operations for the Costa Mesa branch. Matt was a Registered Representative for Centaurus Financial and later Royal Alliance before coming to Claremont Financial Group.

Bruce Davidson is an operations specialist in the Costa Mesa branch of CFG, Inc. He began in the industry in 1998 as a client services specialist for Royal Alliance, one of the largest independent financial services firms in the industry. Bruce is responsible for transaction processing, income distribution, and insurance underwriting. Those of you who have met Bruce know he is an extremely valuable member of the CFG team who is exceptional at client care. He is married to his wife Suzan of 25 years and lives happily with his four children in Irvine, California.

Shannon Wallace is an Executive Assistant who joined our Claremont office in November 2008. She has over 10 years experience providing administrative support at the Executive level. In November 2005 she left PIMCO, a large Investment Management Firm in Newport Beach to focus on her family. At CFG she works hard to provide exceptional customer service and administrative support to all of CFG’s clients. She enjoys gardening, soccer games, and spending time with her husband and three children.