CFG Financial Planning logo

CFG Financial Planning jobs and careers

United States

About CFG Financial Planning

Financial planning can be overwhelming, understanding how much you are paying and what you are paying for shouldn't be. Our mission is simple. We strive to create a plan that accomplishes your goals in accordance with your values. We call this "Client-Centered Financial Planning." Capital Financial Group, Inc. (CFG) was founded on the idea that everyone deserves a customized financial plan the revolves solely around the unique values and goals of each client. We serve a variety of clients, playing an important role in their inner circle. Our clients rely on us to take care of the big picture, as well as the finer details, with an approach that is as disciplined as it is strategic. Our goal is to offer personalized attention with the highest level of service, the utmost integrity, and the unwavering advocacy you need for life's biggest decisions. YOUR VALUES. YOUR GOALS. OUR MISSION. ----------------------------------------------------------------------------------- Capital Financial Group, Inc. is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by visitors and recognitions are no guarantee of future investment outcomes and do not insure that a visitor will receive a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted.

Employees
1 to 10
Headquarters
United States

Leadership

The top of CFG Financial Planning's org chart, with how many people report into each leader.

AL

Alex Leonida

Chief Investment Officer

Jobs at CFG Financial Planning

No open positions right now. Explore more companies on TheJobsMap.