Mission Statement
Our mission is to help our clients expand their horizons and achieve results beyond initial expectations. We work through the infinite possibilities, so we can deliver predictable results using custom-built solutions. Every member of our team is passionate about pulling our clients out of the proverbial boxes they inadvertently build for themselves and teach them to think & act like bankers, not just bank customers. The C3 client experience is designed to create a tremendous sense of clarity, balance, focus, and confidence with respect to building and protecting a financial portfolio. Instead of worrying & hoping, our proprietary planning process eliminates risk & unpredictability, leaving our individual and corporate clients with a sense of 'knowing' the results before they occur.
Experience proves that optimal portfolio performance is achieved when we
combine the innovative thinking of a tax attorney, CPA, financial
strategist, and income planning specialist who work together in synergy on
behalf of each client. Every member of our team performs within the confines
of their special and unique abilities. Using this philosophy, every team
member is passionately in love with what they do; therefore serving our
clients is an absolutely rewarding and joyous endeavor.
About Our Founder
ALEXANDER L. SONKIN - Chief Financial StrategistAlexander L. Sonkin serves as chief financial strategist for C3 Capital Consulting Company. Acting as the quarterback, Mr. Sonkin is supported by a global network of professional advisors, CPAs, Attorneys and Bankers, with dedicated resources and the expertise to provide reliable and relevant Tax and Wealth Management Strategies to navigate today's complex and ever changing landscape.
Mr. Sonkin has been featured in Success Magazine as a leading financial strategist and wealth advisor. He currently hosts a financial talk show, called Risk Reward Radio, on Saturday Mornings at 10 am PT on San Diego 1700AM.
Mr. Sonkin has been managing portfolio risk and advising clients since 1994. Highly sought after, Mr. Sonkin has been invited to give lectures on the topics of SUCCESSFUL RISK MANAGEMENT & OPTIMAL ASSET ALLOCATION throughout the United States, Canada, Germany, Switzerland, United Arab Emirates, and Norway.
Mr. Sonkin began his career as a derivatives (options) trader and market maker: a member of the Chicago Board of Trade (CBOT), Chicago Mercantile Exchange (CME), and the Chicago Board of Options Exchange (CBOE). Having personally trained and managed over 35 professional options (floor) traders, Mr. Sonkin focused his attention on arbitrage strategies between the S&P 500 Option Pit at the CME and the SPX at the CBOE. Having participated in more than 50,000 transactions across a wide range of financial markets has given Mr. Sonkin the necessary experience and practical knowledge to create systems of creating wealth while mitigating risk.
Mr. Sonkin has acted as a consultant to numerous corporations as President of Strategic Business Development, Inc. In 2004, Mr. Sonkin began teaching advanced risk-reward strategies to investors as well as to CPAs, Attorneys, Financial Advisors, and Wealth Managers. Mr. Sonkin is passionate about successfully navigating the 60,000+ pages of the IRS tax code, and loves the opportunity to teach his students and clients how to maximize the internal rate of return of their portfolio, while simultaneously eliminating unnecessary risks and costs.
Mr. Sonkin is a graduate of University of Michigan Business School, in Ann Arbor, where he received a Degree in Finance and the Branstrom Award, a prestigious designation assigned to the top 5% of each graduating class.
9/1/09 - Risk v. Reward
4/1/09 - Economic Update
1/1/09 - Success Magazine
CPA Workshop coming this fall!