A complete list of active advisors currently associated with CBK Financial Advisors LLC

Warmer can help you find a great advisor at CBK Financial Advisors LLC or one who fits your needs even better.

The firm provides ongoing portfolio management, financial planning, and pension consulting for employee benefit plans (including 401(k) plans), and can select and allocate to third‑party managers or pooled vehicles on behalf of clients. It states it serves individuals, high‑net‑worth clients, and pension/profit‑sharing plans and documents each engagement with an Investment Policy Statement. Its stated investment process combines fundamental analysis, modern portfolio theory and technical analysis and employs both long‑term and short‑term trading, generally under discretionary authority with at least quarterly reviews. The firm limits recommended investments to a range of vehicles — mutual funds, fixed income, REITs, ETFs (including precious‑metal ETFs), annuities, hedge funds, private equity and private placements — and may place client assets with outside advisers or pooled funds. What is distinctive relative to many peers is the explicit pension consulting offering and a formal selection-of‑other‑advisers practice, including disclosed fee‑sharing arrangements with third‑party managers that create potential conflicts of interest. The firm also discloses that its principal engages in outside insurance and fiduciary/estate‑administration activities (including offering commissionable products) and reports spending a substantial portion of time on those outside roles, a consideration for prospective clients assessing advisor availability and conflicts.

To learn more about the advisors currently working at CBK Financial Advisors LLC, 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.