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Client Feedback

Having attended several financial strategy and asset protection seminars over the years, I went to the 'Building Wealth Without Risk' Workshop expecting it to be the same kind of thing. However, it was not only was the most educational, but Alex Sonkin's presentation on portfolio optimization & risk management was a real 'eye-opener' for me, even as an experienced investor. I requested a one-on-one consult with Alex and he then architected a unique plan for me, taking into account all my current needs and future goals. And the best part is that he is assisting me in getting it implemented in a step-by-step fashion! Interestingly, Alex loves to invest in real estate, in fact it is an integral part of his plan, so it ended up being a perfect fit!

We are very fortunate to have a company with so much talent right here in San Diego, and I am so glad I met up with them, I only wish it were earlier! What makes the experience even more valuable is that they have a strategic team of innovative tax attorneys, CPA's and asset/risk managers, so they can serve all our needs in one place, while working together to ensure our goals are met. Alex Sonkin is truly the most professional, highly intellectual, and one of the nicest people I have met in the business world, and his dedication to his clients needs shines through in everything he does.

I invited Alex to speak at SOCALCIA so that our members and guests can have the same opportunity I found by attending his seminar.

Sharon Vasvani
SOCALCIA member and Sales Director

Like the majority of Americans I had been following the much touted advice of "spend below your means, fund your 401k to the max and pay off your house", without completely understanding the long term implications of such a strategy, identifying who truly benefits, and quantifying how much I was putting at risk. After meeting with Alex and his associates, I have gained a detailed education on how banks and corporations really operate and how I can apply the same planning process. I now understand how a low risk, low tax impact wealth building strategy can be structured. I feel as though I have finally started to implement a plan, using a superior funding vehicle that will provide long term security for my family, grow my portfolio, and will keep my assets protected.

Marcus Webb
Director, Technical Development
Leading Biotech Company

Absolutely amazing and fascinating! Just wish I'd heard your presentation two years ago! I'd come to this workshop again!

Cynthia Butman

I have personally attended several financial strategies seminars over the past two years. When my wife and I attended the Building Wealth Without Risk Workshop we were very impressed. It was by far the most educational. Alex's presentation on portfolio optimization & risk management was very clear and detailed. He thoroughly explained the concept with facts that supported his statements. At our first one on one meeting with Alex, we discussed our financial goals. At first my wife was very skeptical, but after spending some time with Alex we found him to be very personable and most importantly a man of his word. Alex is more concerned about our financial future than his own pocket book. Since our experience with Alex has been rewarding, we have referred several of our friends to him. In addition, we have also used C3 Capital Consulting Company for real estate investment, tax and legal assistance. As with Alex, Jocelyn and Lex have been very helpful to us and they too make us their number one priority.

Mike and Denise Richardson

Dear Alex, meeting you and seeing how you can assist us in finding the right way to plan our financial future makes me feel so grateful that out paths crossed. I know a good and intelligent person - in so many ways - when I see one - and that person is you. Thank you for what you and your team have done for us, so far - and thanks for what you will be doing for us in the future. After carefully weighing the truths and facts of today - ......again - I am indebted to you. You have made a believer of me....seriously - I believe you are the "real-deal." Thank you for everything!

Susan Wheelwright
Real Estate Investor

I have had the privelege of working with Alexander Sonkin since 2006. Alex is a high-grade professional who understands well the complicated nature of financial management and tax implications. He specializes in structuring the correct solution for clients, aiming at good financial return while minimizing taxes. This is his expertise, and he does it well. I am quite happy with the knowledge I have gained since working with Alex, and recommend him to others!

Greg Feldman
Elite Marketing, Inc.

Dear Brian, thank you so much for working so hard to make my dream of home ownership a reality. I know that with the market changing as much as it is, you really stayed on top of my loan and made sure it was not only done, but structured perfectly. What you shared with me about liquidity and safety has changed my financial outlook and probably protected me from future dangers. Thank you so much my friend, for everything."

Chris Mancuso
Private Investigator / Business Owner

The C3 team is made up of true business professionals that provide superlative customer service. It is a refreshing change from the 'sea of business mediocrity' that seems so prevalent today.

Blaine Collett
Business Owner

I have met a lot of people in my business life and had just about given up on what I thought was most important - honesty and integrity. Working with C3 has restored my faith in those qualities.

John Johnson

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