CFO4Life

Cfo4 Life

Financial Services, 735 PLZ BLVD, Coppell, Texas, 75019, United States, 11-50 Employees

mycfo4life.com

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phone no Phone Number: +12*********

Who is CFO4LIFE

CFO4Life offers individuals and businesses unparalleled service in investment portfolio management and financial planning. With over 100 years of collective professional experience, our d...

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industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

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CFO4Life Org Chart and Mapping

Levi McMellian

CEO | Founding Partner | Managing Director

VP-Level

Brian Chastain

CIO | CCO | Founding Partner

Employees

Kristina Miller

Financial Advisor and Operations Director at Cfo4Life

Sara Price

Administrative Assistant

Geoffrey Potts

Senior Client Service Associate

Rusty Boaz

Partner | Certified Financial Planner™ | CPA

Chase McMellian

Financial Advisor & Director of Retirement Plans

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Frequently Asked Questions Regarding CFO4Life

Answer: CFO4Life's headquarters are located at 735 PLZ BLVD, Coppell, Texas, 75019, United States

Answer: CFO4Life's phone number is +12*********

Answer: CFO4Life's official website is https://mycfo4life.com

Answer: CFO4Life's revenue is $25 Million to $50 Million

Answer: CFO4Life's SIC: 6282

Answer: CFO4Life's NAICS: 523930

Answer: CFO4Life has 11-50 employees

Answer: CFO4Life is in Financial Services

Answer: CFO4Life contact info: Phone number: +12********* Website: https://mycfo4life.com

Answer: CFO4Life offers individuals and businesses unparalleled service in investment portfolio management and financial planning. With over 100 years of collective professional experience, our dedicated team of Certified Public Accountants, Certified Financial Planners, and MBAs provides personalized and comprehensive guidance for wealth management. We seek opportunities to maximize your wealth through strategies guided by fundamental research, disciplined valuation techniques, and a long-term approach. Our team is always motivated by a focus on you and your financial security. We understand the importance and value of time. We give you what you want- more time, less stress. Advisory services through CFO4Life Group, LLC. Securities offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Dr., Davenport, IA 52807. 563-326-2064 CFO4Life Group, LLC. and Ausdal Financial Partners are separately owned and operated.

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