A complete list of active advisors currently associated with Client Focused Financial

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

Client Focused Financial provides ongoing asset management and written financial planning and consulting primarily for individual clients, and also includes engagements with state and municipal government clients. The firm offers implementation services through custodied brokerage accounts and, in a separate capacity, its investment adviser representative is licensed to recommend and place insurance products. Investment programs are tailored to each client’s stated objectives and may be managed on a discretionary basis, with periodic (at least quarterly) reviews and the ability for clients to impose reasonable investment restrictions. The firm uses fundamental analysis and a range of strategies and instruments — including mutual funds, ETFs, listed equities, options and short sales — and may engage sub-advisers for portions of client accounts. Distinctive features include a relatively large client base (over 250 clients) given the firm’s scale and about $69.5 million in assets under management, and the adviser’s role as an insurance agent, which can create potential conflicts when insurance products are recommended. The firm also maintains a low-cost recurring financial planning option with a client technology platform, and it does not vote client proxies, leaving proxy decisions to clients.

To learn more about the advisors currently working at Client Focused Financial, 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.