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 together to serve your goals and help you meet your financial future with more confidence.


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

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Advisors

Advisor photo for Neil Rahimi

Neil Rahimi

CRPC

Private Wealth Advisor

Managing Director
Visit Neil Rahimi'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


Team

Luis R Lopez III

Luis R Lopez III

Associate Advisor

Qualifications

  • MBA
  • Chartered Retirement Planning Counselor
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Jessica Redman

Jessica Redman

Registered Practice Associate

Shivam Upadhyaya

Shivam Upadhyaya

Client Service Associate

Dreamer White

Dreamer White

Operations Leader