Levi Mcmellian, Cpa, Aif® Email and Phone Number
Levi Mcmellian, Cpa, Aif® work email
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Levi Mcmellian, Cpa, Aif® personal email
Levi Mcmellian, Cpa, Aif® phone numbers
As the CEO and Managing Director of CFO4Life, I manage and oversee vital business stategies. I bring in-depth insight and a successful approach to the financial services profession. I co-founded CFO4Life with the mission to seek opportunities to maximize wealth through strategies guided by fundamental research, disciplined valuation techniques and a long-term approach. CFO4Life offers individuals and businesses wealth management and financial planning services. Our dedicated team of seven Certified Public Accountants and CFP® practitioners have over 100 years of collective professional experience providing personalized financial guidance. 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.Investment advisory services offered through CFO4Life Group, LLC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Road, Davenport, IA 52807 (563)326-2064. Member: FINRA/SIPC. CFO4Life Group, LLC. and Ausdal Financial Partners are independently owned and operated, www.ausdal.com. CFO4Life Group, LLC. is an SEC registered investment adviser.
Cfo4Life
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Ceo | Founding Partner | Managing DirectorCfo4Life Jan 1998 - PresentCoppell, Texas, UsAs the CEO, founding partner and managing director at CFO4Life, I embrace my entrepreneurial spirit, optimism and incredible enthusiasm toward helping our clients. I have a passion for listening and learning to the true core of a client's goals, dreams and aspirations prior to any planning. At CFO4Life, our team is committed to managing and organizing all your financial affairs seeking to achieve your goals and make your dreams a reality. By offering unbiased guidance and providing financial services that are built on our experience, innovative approach, and thorough customer service we give you more time to do what is important to you.Our core values: Client Service- We are proactive and professional always going above and beyond to serve our clients. Teamwork- We work together as a team so that multiple personnel are on every client account. Excellence- We pride ourselves on producing quality work across the planning, investment, banking and insurance spectrum. We seek to align ourselves with the best. Integrity- We are ethical and value driven, serving our clients’ interests and protecting their financial legacy without conflict in a confidential manner.
Levi Mcmellian, Cpa, Aif® Skills
Levi Mcmellian, Cpa, Aif® Education Details
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Oklahoma State UniversityBusiness And Accounting
Frequently Asked Questions about Levi Mcmellian, Cpa, Aif®
What company does Levi Mcmellian, Cpa, Aif® work for?
Levi Mcmellian, Cpa, Aif® works for Cfo4life
What is Levi Mcmellian, Cpa, Aif®'s role at the current company?
Levi Mcmellian, Cpa, Aif®'s current role is CEO | Founding Partner | Managing Director at CFO4Life specializing in Investment Management.
What is Levi Mcmellian, Cpa, Aif®'s email address?
Levi Mcmellian, Cpa, Aif®'s email address is le****@****ife.com
What is Levi Mcmellian, Cpa, Aif®'s direct phone number?
Levi Mcmellian, Cpa, Aif®'s direct phone number is +121463*****
What schools did Levi Mcmellian, Cpa, Aif® attend?
Levi Mcmellian, Cpa, Aif® attended Oklahoma State University.
What are some of Levi Mcmellian, Cpa, Aif®'s interests?
Levi Mcmellian, Cpa, Aif® has interest in Working Out, Golf, Sports, Reading.
What skills is Levi Mcmellian, Cpa, Aif® known for?
Levi Mcmellian, Cpa, Aif® has skills like Management, Finance, Investment Advisory, Financial Services, Wealth Management, Valuation, Employee Benefits, Business Strategy, Strategic Financial Planning, Start Ups, Customer Service, 401k.
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