A complete list of active advisors currently associated with CIF Advisors Inc.
Warmer can help you find a great advisor at CIF Advisors Inc. or one who fits your needs even better.
CIF Advisors provides financial planning, discretionary portfolio management, pension consulting and related advisory services to individuals, businesses, corporations and retirement plans. As of December 31, 2025 the firm reported $8,790,859 in discretionary assets under management across roughly 111 client accounts. The firm manages portfolios on a client‑specific, discretionary basis, employing both fundamental and technical analysis with a focus on long‑term growth and ongoing monitoring; recommended instruments include equities, fixed income, ETFs, mutual funds and cash equivalents. CIF Advisors also offers fixed or hourly financial planning and conducts fee‑only due diligence reviews of alternative investments that clients may consider outside the firm. Notable disclosures in the brochure include an affiliation with Church Extension Investors Fund, Inc., for which the firm manages board‑designated endowment assets and may recommend Fund investments to eligible clients, a relationship the firm identifies as a potential conflict of interest. The firm’s client mix is concentrated among non‑high‑net‑worth individuals and operates with modest total AUM and no stated account minimum, a profile that differs from many supported peers that commonly serve HNW households.
To learn more about the advisors currently working at CIF Advisors Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Sacramento, CA
| 5
|
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