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The Afi Group

The Afi Group offers a 12-month, education-based coaching program in which clients work with its advisors to develop a financial plan.

Financial Services
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Headquarters
Costa Mesa, California, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
1979Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
2 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does The Afi Group do?

The financial planning process integrates considerations including debt reduction, college savings, tax mitigation, market volatility, Social Security optimization, and estate planning. The company works with strategic partners, including CPAs and estate planning attorneys, on personalized financial plans reflecting clients’ family values and objectives.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Financial coaching

The 12-month program provides accountability while clients work with advisors to develop a plan for their financial goals.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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Embeddable award for your website

BADGE PREVIEWThe Afi Group listed #3 on Accounting firm financial planning consultants, September 26, 2026Open the published source list.
The Afi Group

#3 Accounting firm financial planning consultants

Snapshot: September 26, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 4, 2026 and September 26, 2026. How the company lists are built.

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