As a Partner at CFO4Life, I have a passion for assisting individuals and businesses with financial planning and tax strategies. My background as a CPA and CERTIFIED FINANCIAL PLANNER™ coupled with previous executive level financial positions allows me valuable insight when evaluating investment opportunities. 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. 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.
Listed skills include Auditing, Cpa, Financial Planners, Accounting, and 19 others.