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 serves affluent individuals, business executives, retirement plans, corporations, trusts and other entities, providing comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate investment education/financial wellness programs, and cash-management solutions. The firm prepares written comprehensive financial plans and, when engaged, implements investment recommendations for clients and may allocate assets to third‑party separate account managers or wrap programs. The firm’s investment process emphasizes diversified asset-allocation models built from mutual funds, ETFs, equities, fixed income and alternative investments (including commodities, REITs and private funds), and it uses tools such as Morningstar, BlackRock’s Aladdin and Orion to monitor portfolios. CFO4Life typically manages accounts on a discretionary basis, conducts periodic reviews, and supplements investment services with participant education, seminars and corporate financial-wellness offerings. CFO4Life is an indirect, wholly‑owned subsidiary of Focus Financial Partners and operates within a network of affiliated broker‑dealers, pension consultants, insurance firms and other investment advisers, and it leverages affiliated resources such as Focus Risk Solutions and LMBC II and intermediaries (UPTIQ and Flourish) to facilitate insurance, credit and cash‑management solutions. Some representatives are registered representatives of Ausdal and licensed insurance agents, the firm permits borrowing in managed accounts (and does not reduce advisory fees for margined assets), and those affiliations and sales relationships—along with its seminar/education offerings—are disclosed as potential conflicts of interest in the brochure.
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.
You can also browse CFO4Life's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)