A complete list of active advisors currently associated with CFO4Life

Warmer can help you find a great advisor at CFO4Life or one who fits your needs even better.

CFO4Life provides comprehensive financial planning, discretionary investment management, retirement-plan advisory and corporate investment-education/financial-wellness services to affluent individuals, business executives, retirement plans, trusts, estates and corporations. Like many multi-team firms, its client work emphasizes individualized portfolio management and written financial plans for individual and high‑net‑worth clients. The firm generally manages portfolios on a discretionary basis using customized asset-allocation models that rely primarily on mutual funds and ETFs, but may also include equities, fixed income, REITs, commodities and alternative or private funds; it monitors accounts with tools such as Morningstar, BlackRock’s Aladdin and Orion Risk Intelligence and will allocate assets to third‑party separate-account managers and wrap platforms when appropriate. CFO4Life also offers cash- and credit-management solutions and corporate financial-wellness programs as part of its broader advisory relationships. CFO4Life’s structure and affiliations distinguish it from many peers: it is an indirect, wholly‑owned subsidiary of Focus Financial Partners and shares parent‑level connections to broker‑dealers, pension consultants, private‑fund sponsors and insurance businesses. The brochure discloses several uncommon features for a firm this size — its advisers can act as registered representatives of Ausdal and as licensed insurance agents (receiving customary commissions), the firm introduces clients to affiliate Focus Risk Solutions and to UPTIQ/Flourish cash and credit programs (with Focus holding a minority interest in UPTIQ), and it utilizes private funds and other sponsored vehicles — all of which are disclosed and managed through the firm’s policies addressing related conflicts.

To learn more about the advisors currently working at CFO4Life, 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.