CFO Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for CFO Wealth Management
Team photo for CFO Wealth Management

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Advisors

Advisor photo for Jessica Redman

Jessica Redman

Registered Practice Associate

Visit Jessica Redman's website
Advisor photo for Kalyani Sanghavi

Kalyani Sanghavi

CFP®, CRPC, APMA®

Private Wealth Advisor

Managing Director
Visit Kalyani Sanghavi's website
Advisor photo for Jeffrey Chen

Jeffrey Chen

CFP®

Private Wealth Advisor

Managing Director
Visit Jeffrey Chen's website
Advisor photo for Neil Rahimi

Neil Rahimi

CRPC, APMA®

Private Wealth Advisor

Managing Director
Visit Neil Rahimi's website
Advisor photo for Luis R Lopez

Luis R Lopez

MBA, CRPC, APMA®

Associate Advisor

Visit Luis R Lopez's website


Team

Shivam Upadhyaya

Shivam Upadhyaya

Client Service Associate