CFO4Life Group

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

735 Plaza Blvd Ste 100, Coppell, Texas, ...

Phone Number

(214) 637-9500

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About CFO4Life Group

CFO4Life provides comprehensive wealth management services tailored to business owners, executives, and individuals managing multi-generational wealth. Their offerings include cash flow management, retirement planning, estate planning, investment management, risk management, and tax preparation. The firm emphasizes personalized financial strategies to help clients achieve their goals, protect their assets, and gain financial independence. With a focus on client trust and communication, CFO4Life acts as a personal CFO, allowing clients to concentrate on their personal and professional aspirations.Explore more
CFO4Life Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

CFO4Life Group Org Chart

LM
United States flag for contact location.

Chief Executive Officer. Founding Partner. Ma...

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BC
United States flag for contact location.

Chief Information Officer, Cco Founding & Par...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CFO4Life Group

<$5M
11-50
Private
-
2006
LM
Levi McMellianCEO. Founding Partner. Managing Director
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
1962
EM
Emilee ManleyClient Service Manager
<$5M
1-10
Private
-
1998
N/A
Illustration of an envelope

CFO4Life Group Tech Stack

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Frequently Asked Questions Regarding CFO4Life Group

What is CFO4Life Group's official website?
CFO4Life Group's official website is www.mycfo4life.com
What is CFO4Life Group's Revenue?
CFO4Life Group's revenue is <$5 Million
What is CFO4Life Group's SIC code?
CFO4Life Group's SIC: 62,628
What is CFO4Life Group's NAICS code?
CFO4Life Group's NAICS: 52,523
How many employees does CFO4Life Group have?
CFO4Life Group has 11-50 employees
What industry does CFO4Life Group belong to?
CFO4Life Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is CFO4Life Group competition?
CFO4Life Group top competitors include: Fountainhead Wealth, Nastali Financial Services, Premiere Financial Partners, Sopher Financial Group
What companies has CFO4Life Group acquired?
CFO4Life Group has acquired the companies: Badgley Phelps Wealth Managers, Greystone Financial Services, Brownlie & Braden Advisors, Seabank Capital Management
What technology does CFO4Life Group use?
Some of the popular technologies that CFO4Life Group uses are: Cloudflare Website Optimization, Barracuda Networks, Datadog, Google Font API
How do I contact CFO4Life Group?
CFO4Life Group contact info: Phone number: (214) 637-9500 Website: www.mycfo4life.com
What does CFO4Life Group do?

CFO4Life provides comprehensive wealth management services tailored to business owners, executives, and individuals managing multi-generational wealth. Their offerings include cash flow management, retirement planning, estate planning, investment management, risk management, and tax preparation. The firm emphasizes personalized financial strategies... to help clients achieve their goals, protect their assets, and gain financial independence. With a focus on client trust and communication, CFO4Life acts as a personal CFO, allowing clients to concentrate on their personal and professional aspirations.Read More

What are CFO4Life Group social media links?
CFO4Life Group Linkedin page CFO4Life Group Twitter page CFO4Life Group Facebook page
Is CFO4Life Group a public company?
CFO4Life Group is private company therefore does not currently have an official ticker symbol
See more information about CFO4Life Group

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