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Who We Are

The Financial Coaching Group, Inc. is a registered investment advisor firm serving select hard-working individuals and their families. We started in the financial and insurance services industry in 1998. The Financial Coaching Group, Inc. emerged in 2009 when we determined that an independent, un-biased approach would be the best way to continue to serve our clients. Our smaller size allows us to personalize our services and focus on your goals first.

With the experience to guide and the desire to serve, we provide our clients with customized investment solutions so you can confidently make the important financial decisions that impact your future wealth and retirement.

We have 2 office locations:

1. We are located in Laguna Hills, CA (Orange County) right next to the 5 freeway off of Lake Forest Drive.

2. We are located in Ft. Worth, TX (Tarrant County) right next to the 35W freeway off of Heritage Trace Parkway

We invite you to join us at either location

Michael Stokes




Michael Stokes is the Founder and President of the Financial Coaching Group, a Registered Investment Advisor firm in California. Mike began his career in the financial services industry in 1998. For 21 years he has taught individuals...
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Arlene Stokes




Arlene Stokes is a Registered Investment Advisor with The Financial Coaching Group. She has worked for the firm since 2009. Beyond Arlene’s experience in the financial services industry, she also maintains a real estate license...
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