Who We Are

Founded in 2021, Dream Capital Financial Group has been a trusted source of financial education and personal financial solutions for a wide range of clientele across the country. We are a full-fledged financial services firm and non-captive broker dealer working with over 100 trusted institutions to pinpoint the exact needs for our clients. 

Our roots go back to 2006, where our founding partners in Los Angeles have since helped over 30,000 families in the past 15 years with excellent retirement and insurance solutions. Thanks to their leadership and support, Dream Capital Financial Group has been helping families in Charlotte, NC, since we first started in 2021.

Our institutional partners include many trusted brands and Fortune 500 companies to help our clients with all possible financial solutions, including Nationwide Financial, Transamerica, Fidelity, Athene, Prudential, Pacific Life, Global Atlantic, Lincoln Financial, and more. See Providers for more information.

We have locations across the country and our agency continues to grow through our incredible training program and proven leadership. Our mission is to help families and business owners from all backgrounds understand and feel better about their finances, but more importantly, about the futures of their family and children.