CFG Wealth Management

Cfg Wealth Management

Investment Management, San Diego, California, 28405, United States, 11-50 Employees

cfgwmt.com

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Who is CFG WEALTH MANAGEMENT

At CFG Wealth Management, our mission is to provide quality and comprehensive personal service and expertise to our clients while maintaining the highest standards of professionalism and ...

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  • San Diego, California, 28405, United States Headquarters: San Diego, California, 28405, United States
  • 2002 Date Founded: 2002
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $50 Million to $100 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6211 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from CFG WEALTH MANAGEMENT

CFG Wealth Management Org Chart and Mapping

Employees

Brandon Lee

Wealth Management Intern

Aif® Christopher Busby

Partner, Portfolio Manager and Chief Investment Strategist

Jackie Munger

Client Relationship Manager

Jacob Thacker

Wealth Management Intern

Rhianna Larson

Associate Financial Advisor

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Frequently Asked Questions Regarding CFG Wealth Management

Answer: CFG Wealth Management's headquarters are located at San Diego, California, 28405, United States

Answer: CFG Wealth Management's phone number is +13*********

Answer: CFG Wealth Management's official website is https://cfgwmt.com

Answer: CFG Wealth Management's revenue is $50 Million to $100 Million

Answer: CFG Wealth Management's SIC: 6211

Answer: CFG Wealth Management's NAICS: 523930

Answer: CFG Wealth Management has 11-50 employees

Answer: CFG Wealth Management is in Investment Management

Answer: CFG Wealth Management contact info: Phone number: +13********* Website: https://cfgwmt.com

Answer: At CFG Wealth Management, our mission is to provide quality and comprehensive personal service and expertise to our clients while maintaining the highest standards of professionalism and integrity. The needs of our clients always come first, and we make it our top priority to ensure that the expectations of our clients line up with the level of service we provide. Service and personal attention are paramount, and we will continuously strive to help you reach your goals as you plan for and enjoy retirement. Rest assured that as a client of CFG Wealth Management, you have a Trusted Advisor on your side. Please visit our website below for full disclosures. Third-party comments may not be representative of all customer experiences.

Answer:

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