CFO4Life Group Employee Directory

CFO4Life Group corporate office is located in 735 Plaza Blvd Ste 100, Coppell, Texas, 75019, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Sales

Information Technology

Human Resources

CFO4Life Group CEO

Levi McMellianChief Executive Officer. Founding Partner. Managing Director

Phone

See Profile

Key Employees of CFO4Life Group

BC
Brian Chastain
Chief Information Officer, Cco Founding & Partner
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CFO4Life Group Global Presence

Location	People at location
North America	11-50

Index of contact profiles from CFO4Life Group

Hundreds of professionals searching for CFO4Life Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AD
Alma Davila
Email Direct
Retirement Plan Specialist
United States , Texas , Coppell

DK
Dallas Killman
Email Direct
Service Advisor
United States , Texas , Coppell

LM
Levi McMellian
Email Direct
Chief Executive Officer. Founding Partner. Managing Director
United States , Texas , Coppell

BC
Brian Chastain
Email Direct
Chief Information Officer, Cco Founding & Partner
United States , Texas , Coppell

KM
Kristina Miller
Email Direct
Financial Advisor & Director, Operations
United States , Texas , Coppell

CM
Chase Mcmellian
Email Direct
Financial Advisor & Director, Retirement Plans
United States , Texas , Coppell

KW
Kati Wands
Email Direct
Administrative Assistant
United States , Texas , Coppell

AP
Anthony Pricer
Email Direct
Senior Client Service Associate
United States , Texas , Coppell

BC
Bryce Chastain
Email Direct
Financial Advisor & Director, Tax
United States , Texas , Coppell

LZ
Li Zhang
Email Direct
Senior Tax Advisor
United States , Texas , Coppell

WK
William Killeen
Email Direct
Portfolio Analyst
United States , Texas , Coppell

EA
Elizabeth Allie
Email Direct
Service Advisor
United States , Texas , Coppell

TB
Teresa Bailey
Email Direct
Director, Client Relations & Executive Assistant
United States , Texas , Coppell

SA
Sean Alford
Email Direct
Chief Investment Officer
United States , Texas , Coppell

VB
Vanessa Brown
Email Direct
Administrative Assistant
United States , Texas , Coppell

GP
Geoffrey Potts
Email Direct
Client Service Manager
United States , Texas , Coppell

AW
Ashley Williams
Email Direct
Senior Tax Associate
United States , Texas , Coppell

KR
Kristina Rp
Email Direct
Financial Advisor & Director, Operations
United States , Texas , Coppell

JH
Jesse Henley
Email Direct
Retirement Plan Specialist
United States , Texas , Coppell

EH
Erika Howell
Email Direct
Manager, Tax
United States , Texas , Coppell

SC
Sarah Crosby
Email Direct
Administrative Assistant
United States , Texas , Coppell

DH
David Head
Email Direct
401k Administrator
United States , Texas , Coppell

CN
Courtney Norman
Email Direct
Administrative Assistant, Financial Planning
United States , Texas , Coppell

DG
Dallas Goldammer
Email Direct
Service Advisor
United States , Texas , Coppell

Former Employees at CFO4Life Group

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at CFO4Life Group

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Senior Associate at ISNetworld

Worked as Portfolio Analyst

at CFO4Life Group (2024-2024)

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Worked as Financial Planner

at CFO4Life Group (2022-2022)

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Frequently Asked Questions Regarding CFO4Life Group Employees

How many employees does CFO4Life Group have?

CFO4Life Group has 11-50 employees

Who is the CEO of CFO4Life Group?

CFO4Life Group’s CEO is Levi McMellian

Who are CFO4Life Group key employees?

Some of CFO4Life Group key employees are Brian Chastain

Where is CFO4Life Group located?

CFO4Life Group’s headquarters are located at 735 Plaza Blvd Ste 100, Coppell, Texas, 75019, United States

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... Read More

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 Employees