CFE Financial
Financial Planning - Inspired by You.
Everyone has a financial story, and we believe in the power of stories both to make sense of the past and to plan for the future. That's why our process always starts with listening.
We are a team of credentialed CERTIFIED FINANCIAL PLANNERSTM, CHARTERED RETIREMENT PLANNING COUNSELORSTM, and CHARTERED FINANCIAL ANALYSTS who are committed to understanding financial journeys and retirement goals, whether retirement is planned for age 40 or age 70. We understand that unexpected events and life changes can impact dreams. We create financial plans jointly with clients based on where they are now, not where others think they should be.
We do not have preset financial products that we sell. Instead, our focus is on uncovering recommendations that are tailored to each specific situation. We employ a comprehensive planning approach combined with sophisticated technology designed to optimize results and help achieve financial goals. We have years of experience collaborating with clients. We believe that financial information should be organized, up to date, easy to understand and accessible whenever and wherever. This is why we say that our brand of financial planning is inspired by you - because it's your story. Let's talk today.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.