Cfo4life, LP

Cfo4life, LP (CRD# 146904) is a financial advisory firm headquartered in Coppell, TX. They manage $432,818,653 in 765 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    433
    MILLION
  • Total Number of Accounts
    765
    ACCOUNTS
  • Average Account Value
    $565,776
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CA, GA, LA, PA, TN, TX

Financial Advisors at Cfo4life, LP
Showing 1 - 7 of 7 top financial advisors.
1
Austin C. Reid
CRD#: 5602191
735 Plaza Boulevard, Suite 100, Coppell, TX 75019
96
Wealthminder
score

Austin Reid (CRD# 5602191) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 6 years of experience in the finance industry.

2
Elizabeth B. Allie
CRD#: 5020694
735 Plaza Boulevard, Suite 100, Coppell, TX 75019
93
Wealthminder
score

Elizabeth Allie (CRD# 5020694) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 7 years of experience in the finance industry.

3
Aaron R. Estrada
CRD#: 4120496
735 Plaza Boulevard, Suite 100, Coppell, TX 75019
93
Wealthminder
score

Aaron Estrada (CRD# 4120496) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 16 years of experience in the finance industry.

4
Bryce M. Chastain
CRD#: 6246923
735 Plaza Boulevard, Suite 100, Coppell, TX 75019
89
Wealthminder
score

Bryce Chastain (CRD# 6246923) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 2 years of experience in the finance industry.

5
Der C. Hung
CRD#: 5971043
6507 Wilkins Ave., #209, Pittsburgh, PA 15217
87
Wealthminder
score

Der Hung (CRD# 5971043) is an Investment Advisor Representative working at Cfo4life, LP in Pittsburgh, PA and has 1 year of experience in the finance industry.

6
Brian M. Chastain
CRD#: 1556616
735 Plaza Boulevard, Suite 100, Coppell, TX 75019
86
Wealthminder
score

Brian Chastain (CRD# 1556616) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 30 years of experience in the finance industry. Brian Chastain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Russell D. Boaz
CRD#: 5482950
735 Plaza Boulevard, Suite 100, Coppell, TX 75019
71
Wealthminder
score

Russell Boaz (CRD# 5482950) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 8 years of experience in the finance industry. Russell Boaz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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