CFI Financial Advisors

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for CFI Financial Advisors
Team photo for CFI Financial Advisors

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Advisors

Advisor photo for Sung Lee

Sung Lee

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Sung Lee's website
Advisor photo for Jeremy Kim

Jeremy Kim

Financial Advisor

Visit Jeremy Kim's website
Advisor photo for Farzana Sultana

Farzana Sultana

MBA, CRPC

Financial Advisor

Visit Farzana Sultana's website


Team

Joyce Kim

Joyce Kim

Client Service Manager

Sarah Flinkfelt

Sarah Flinkfelt

Administrative Assistant

Alexis Deleon

Alexis Deleon

Administrative Assistant