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Who We Are

Founded in 2006, CFO4Life originally began as an audit and tax firm. After much initial success and growth, CFO4Life expanded its offerings to include comprehensive financial planning and wealth management services.

As your personal CFO, our advisors are dedicated to helping you navigate the complexities of your individual finances. Our mission is to help make your dreams a reality by creating custom strategies that seek to assist you in achieving financial independence. As a team, our advisors work diligently to execute these plans and protect you as your needs evolve.

At CFO4Life, your goals are our top priority. We avoid proprietary investment products, as we believe they impose an inherent conflict of interest. This allows us to objectively select the investments that we deem are the best fit for your unique situation.

CFO4Life combines our individual expertise in many areas to form a complete team ready to address your individual finances. With over 150 years of collective professional experience, our team consists of an AIF®, CRPS®, CPAs, Certified Financial Planners®, and a Chartered Financial Analyst®.

Client care is a lost art, and at CFO4Life, we strive to deliver our clientele an unparalleled level of service. We continually challenge ourselves to provide best-in-class services to all our clients, providing them with consistent communication and education so they can make the best financial decisions possible.

Our ultimate goal: to help protect your future so you can focus on the things you value most.