CFO Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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

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Advisors

Jessica Redman

Registered Practice Associate

Visit Jessica Redman's website

Kalyani Sanghavi

CFP®, CRPC, APMA

Private Wealth Advisor

Managing Director
Visit Kalyani Sanghavi's website

Jeffrey Chen

CFP®

Private Wealth Advisor

Managing Director
Visit Jeffrey Chen's website

Neil Rahimi

CRPC

Private Wealth Advisor

Managing Director
Visit Neil Rahimi's website

Luis R Lopez

MBA, CRPC, APMA

Associate Advisor

Visit Luis R Lopez's website


Team

Shivam Upadhyaya

Shivam Upadhyaya

Client Service Associate