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Creating Value for over 20 years!

Creating Value for over 20 years!Creating Value for over 20 years!Creating Value for over 20 years!

Financial Planning and Investment Advisory Services for Federal Employees

Don't Gamble with Your Golden Years, Safety 1st! 

Explore Your Options

Creating Value for over 20 years!

Creating Value for over 20 years!Creating Value for over 20 years!Creating Value for over 20 years!

Financial Planning and Investment Advisory Services for Federal Employees

Don't Gamble with Your Golden Years, Safety 1st! 

Explore Your Options

Advanced Planning Strategies with Your Future Goals in Mind

Call us today to receive a financial plan with the help of a certified federal benefit specialist at the CSE Capital Management & Insurance Services, Inc . 


We have been working with all types of Federal Employees and their families, across the U.S. for over 20 yrs.


We specialize in providing Federal Employees retirement and financial education to maximize their benefits. We believe having a detailed Retirement Income plan and proper Portfolio Management are essential tools to help create a secure retirement.


Contact Us

Office Locations

Rancho Bernardo Office

Rancho Bernardo Office

Rancho Bernardo Office

 11440 W Bernardo Ct.
Suite #300
San Diego, CA 92127 

San Diego Office

Rancho Bernardo Office

Rancho Bernardo Office

 8880 Rio San Diego Drive
8th Floor
San Diego, CA 92108 

Carlsbad Office

Rancho Bernardo Office

Carlsbad Office

 2173 Salk Avenue
Suite 250
Carlsbad, CA 92008 

Irvine Office

Home and Zoom Appointments

Carlsbad Office

 15615 Alton Parkway
Suite 450
Irvine, CA 92618 

Home and Zoom Appointments

Home and Zoom Appointments

Home and Zoom Appointments

We are availble to come and meet with you in the comfort of your own home or via Zoom.

CSE Capital Management presents:

Federal Retirement Masterclass Webinar

Join us to learn how you can achieve a 

Winning Federal Retirement

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Copyright © 2021  CSE Capital Management & Insurance Services, Inc  - All Rights Reserved.

 Investment advisory services are offered through Wealth Watch Advisors, LLC a SEC registered investment advisor. Wealth Watch and  CSE Capital Management & Insurance Services, Inc are independent from one another. Please note that registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy. To view Justin Heatherly's ADV Part  B click HERE. To view Wealth Watch Advisors, LLC's Privacy Policy, Wrap Brochure, ADV Part 2A and ADV Part3 CRS click HERE.  

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