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About Global View Capital Management

GLOBAL VIEW CAPITAL MANAGEMENT EXISTS TO HELP OUR CLIENTS ACHIEVE FINANCIAL FREEDOM

A Bit About Us

Global View Capital Advisors is a diversified financial services firm with businesses in investment advisory, insurance, business development, marketing and global asset management.

Founded by a group of passionate independent investment professionals committed to objectivity and a fiduciary standard of care, Global View Capital Advisors believes in making a difference in the lives of others through financial education. With an innovative business model dedicated to meeting the demands of a modern financial industry, we offer a personalized approach to uncovering financial solutions tailored to our client’s needs.

Passionate Focus. A Global View

At Global View Capital, our firm aligns toward one single passionate focus: to help our clients achieve their financial dreams and goals. We are committed to independent, objective and conflict-free advice so that we may earn the role as trusted advisor.

To remain objective in an industry that has been dominated by conflicts of interest requires a different business model. By leveraging technology we can increase advisor and client intimacy that complement the traditional face-to-face interactions, providing advice when, where, and how you want it. By delivering a better framework for wealth management in one ecosystem, the client/advisor relations remain paramount and naturally evolve to a fiduciary standard of care.

We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve our communities. Our core values of teamwork, independence, excellence, integrity, trust and respect are the bedrock foundation that allow us to provide you a wealth management plan that supports your lifelong goals and dreams.

Meet The Team

Dina Fliss

Dina Fliss

President & Chief Investment Strategist

Dean Fliss

Dean Fliss

President of Global View Capital Advisors & Insurance

Richard Gibson

Richard Gibson

Managing Director

562-879-9743

562-256-7027

Barry Arnold

Barry Arnold

Director of Research & Portfolio Manager

Dave Morton

Dave Morton

Portfolio Manager

At Global View Capital, we keep things simple. We believe that being a good advisor means building a long-lasting relationship with you – the client.  We want to be there with you through life’s journey as you make the financial decisions that help you achieve your dreams and goals. We conduct a thorough review of your current financial situation and make practical recommendations for your insurance and investment needs. But, before we say anything, we listen carefully to what is important to you.

Our Advisors are guided by the fiduciary principle – making decisions based upon what is in the best interest of the client. We help you design, grow and protect your personal economy.

We listen. We advise. We care.