A complete list of active advisors currently associated with Cash Flow Technologies

Warmer can help you find a great advisor at Cash Flow Technologies or one who fits your needs even better.

Cash Flow Technologies provides discretionary portfolio management focused on covered option-selling strategies (covered calls and cash-covered puts) for institutional and pooled accounts, and it also offers project-based advisory work for individuals and organizations, including financial plan development, portfolio reviews, and retirement plan analysis. The firm’s brochure indicates it currently reports no assets under management and offers both ongoing management and one-time or hourly consulting engagements. The firm’s investment process emphasizes fundamental analysis, asset allocation, and evaluation of mutual funds and ETFs, and it typically implements client strategies on a discretionary basis while allowing case-by-case investment restrictions. Cash Flow Technologies discloses it will not provide tax advice related to its option-selling activities and commonly recommends Interactive Brokers as a custodian for execution and reporting. What distinguishes the firm from many peers is its explicit combination of institutional-style discretionary option-selling management with one-time and hourly client engagements—a fee and service mix that the firm notes was recently added and is less common among investment managers. The brochure also highlights that the firm is a recently formed, state-registered sole proprietorship with no managed AUM to date and asserts adherence to industry codes of ethics (CFA and CFP standards) though those claims are stated as unverified.

To learn more about the advisors currently working at Cash Flow Technologies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Troy Flowers	Lancaster, CA	2

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