CFO Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Neil Rahimi, Private Wealth Advisor serving the Houston, TX area - Ameriprise Advisors

Neil Rahimi

CRPC

Private Wealth Advisor

Managing Director
Visit Neil Rahimi's website
Kalyani Sanghavi, Private Wealth Advisor serving the Houston, TX area - Ameriprise Advisors

Kalyani Sanghavi

CFP®, CRPC, CDFA®, APMA

Private Wealth Advisor

Managing Director
Visit Kalyani Sanghavi's website
Jeffrey Chen, Private Wealth Advisor serving the Houston, TX area - Ameriprise Advisors

Jeffrey Chen

CFP®

Private Wealth Advisor

Managing Director
Visit Jeffrey Chen's website

Team

Luis R Lopez III

Luis R Lopez III

Associate Advisor

Qualifications

  • MBA
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Jessica L Redman

Jessica L Redman

Registered Client Service Associate

Dreamer White

Dreamer White

Operations Leader

Shivam Upadhyaya

Shivam Upadhyaya

Client Service Associate