Cavu Wealth Management

Charles Denherder is a financial advisor at Cavu Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has worked at Cavu Wealth Management since 2019. Denherder is also the sole owner of CC Capital Management, a San Diego-based business consulting firm that provides human resources, payroll, employee benefits, and cash flow advice to an estate planning law firm. Cavu Wealth Management serves individuals, retirement plans, charitable organizations, and corporate clients by providing discretionary investment supervisory services, financial planning, and retirement-plan advisory. The firm employs a mix of asset allocation, fundamental and technical analysis, mutual funds, ETFs, and option strategies to manage portfolios on a discretionary basis with regular reviews and client meetings.

Cheryl Seifert is a CFP® with 31 years of industry experience. She has been with Cavu Wealth Management since 2019 and previously worked at Capital Financial Consultants Group and Independent Financial Group. Cavu Wealth Management serves a range of clients including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary investment supervisory services and financial planning, employing a mix of asset allocation, mutual funds, ETFs, option strategies, and risk-managed implementations across its multi-office footprint.

Jelveh Pedraza is a financial advisor at Cavu Wealth Management with 17 years of industry experience. She holds a Series 66 designation and has worked at Cavu Wealth Management since 2020, following five years at Laurel Wealth Advisors. Pedraza also operates as a Private Wealth Advisor and Senior Portfolio Manager under the co-branded DBA Palizban Pedraza Wealth Advisors. Cavu Wealth Management serves individual, retirement plan, charitable, and corporate clients by providing discretionary investment supervisory services, financial planning, and retirement-plan advisory. The firm manages portfolios using asset allocation, fundamental and technical analysis, mutual funds and ETFs, and option strategies, with a multi-office presence and the use of derivatives in separately managed accounts.

Michael Wynns is a ChFC® credentialed financial advisor with 27 years of industry experience. He is currently with Cavu Wealth Management, where he has worked since 2019, and has prior experience at Capital Financial Consultants Group and Independent Financial Group. Wynns also serves as an officer and director of Cavu Insurance Services, Inc., which offers insurance products outside of his investment advisory role. Cavu Wealth Management provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, retirement plans, charitable organizations, and corporate clients. The firm manages portfolios using a combination of asset allocation, fundamental and technical analysis, mutual funds, ETFs, and option strategies, with a notable multi-office presence and the use of derivatives in separately managed accounts.

Cory Den Herder is a CFP® with eight years of industry experience, currently serving at CAVU Wealth Management since 2019. He previously worked at Capital Financial Consultants Group and eMoney Advisor. Outside of his advisory role, he assists with financial analysis and payroll processing for an estate planning attorney firm. CAVU Wealth Management provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a mix of asset allocation, fundamental and technical analysis, and option strategies, maintaining a multi-office footprint and offering held-away participant-account management with a focus on tax-efficient and risk-managed implementations.

Scott Clements is a Series 66-licensed advisor at Cavu Wealth Management with 15 years of industry experience. Prior to joining Cavu in 2020, he worked at Hayes Investment Management for over a decade. Outside of financial advising, he owns and operates a video production business that films high school sports. Cavu Wealth Management serves individuals, retirement plans, charitable organizations, and corporate clients by providing discretionary investment supervisory services, financial planning, and retirement-plan advisory. The firm manages portfolios on a discretionary basis using asset allocation, fundamental and technical analysis, mutual funds, ETFs, and option strategies, with regular account reviews and client meetings.

Phillip Jones is a CFP® with 21 years of industry experience, currently serving at CAVU Wealth Management since 2019. He has previously worked with Independent Financial Group C and Capital Financial Consultants Group Inc. Jones is also a California Notary and an independent real estate agent. CAVU Wealth Management provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a diversified investment approach including asset allocation, fundamental and technical analysis, and option strategies, and operates across five offices with a notable use of derivatives and held-away participant-account management.