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Cobalt Unlimited

Our team specializes in meeting the needs of successful families and top-of-their-field professionals who, among other things, aspire to a work-optional lifestyle and have the desire to secure a family investment legacy.

Our Team

Thane McCready, CFP®

Financial Planner

(714) 893-5400

(888) 838-8680

thane@cobaltunlimitedfv.com

Thane holds over 20 years of experience in the financial planning industry. He worked with Cal Fed Investments and WM Financial Services before establishing McCready Financial Group in 2005, later forming Cobalt Unlimited in 2016.

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Melanie McCready

Registered Administrative Associate

(714) 893-5400

(888) 838-8680

melanie@cobaltunlimitedfv.com

Melanie McCready helps with client service in all areas of the company. Melanie earned a B.A. from Brigham Young University and a Paralegal...

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Suzie Lemus

Client Services Manager

(714) 893-5400

(888) 838-8680

sue@cobaltunlimitedfv.com

As a Client Services Manager, Suzie delivers comprehensive services to our clients by attending to their account management needs. She has been providing customer service for over 20 years and has a genuine passion for helping others...

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