CFI Financial Advisors

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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

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Advisors

Daniel Kim

CRPC

Private Wealth Advisor

Visit Daniel Kim's website

Sung Lee

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Sung Lee's website

Farzana Sultana

MBA, CRPC

Financial Advisor

Visit Farzana Sultana's website


Team

Alexis Deleon

Alexis Deleon

Administrative Assistant

Joyce Kim

Joyce Kim

Client Service Manager

Sarah Flinkfelt

Sarah Flinkfelt

Administrative Assistant