A complete list of active advisors currently associated with CDFinancial

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

CDFinancial, LLC provides discretionary asset management along with financial planning and consulting services primarily to individual clients. The firm reports managing about $99.7 million in client assets and serves 253 clients. CDFinancial builds portfolios based on each client’s goals, time horizon and risk tolerance, using fundamental and technical analysis and a mix of strategies that can include long- and short-term positions, options, and margin. The firm may engage a sub‑advisor program to access model portfolios and third‑party managers, and it conducts account reviews at least annually. Compared with typical independent advisers, CDFinancial has an unusually high client load per advisor (over 200 clients per advisor), a factor that may influence its service model and use of delegated management. The firm’s principal also operates an affiliated insurance business and is a licensed insurance agent who spends a portion of time on those activities and may offer commissionable insurance products, a disclosed conflict managed through firm policies and client disclosures.

To learn more about the advisors currently working at CDFinancial, 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.