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Theodore P
Series 66
Redding, CA
Cavalot Capital
Theodore Palfini is a financial advisor at Cavalot Capital with 39 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for 14 years. In addition to his advisory role, he serves as a Trustee, providing trustee services including asset distribution, bill payment management, and coordination of healthcare and living arrangements. Cavalot Capital is a fee-only wealth management firm serving individuals, high-net-worth clients, families, trusts, and small businesses. The firm combines fundamental company analysis with tactical portfolio management, offering integrated wealth management, discretionary investment services, financial planning, trust reporting, and business consulting.
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