CFO4Life Information
Contact top employees from
CFO4Life
Summary
CFO4Life is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Coppell, Texas, USA. The number of employees ranges from 100 to 250. The annual revenue of CFO4Life varies between 25M and 100M. To connect with CFO4Life employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Retirement and Family Planning, Investments, Risk Management (Insurance), Employee Benefits, Estate Planning, Tax Planning
SIC Code
6199, 6321
DMA Code
Dallas-fort Worth Metropolitan Area
Founded
1998
Estimated Annual Revenue
$25M - 100M
Operating Status
Independent Company
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at CFO4Life shows a diverse range of experience levels:
4% have been with the company for less than 1 year11% for 1–2 years7% for 3–4 years22% for 5–7 years11% for 8–10 years44% have over 11 years of service at CFO4LifeContact top employees from
CFO4Life
Collins Knight
Financial Advisor
Grantham Akerly
Portfolio Manager
Victoria Areingdale
Service Advisor
Anthony Pricer
Senior Client Service Associate
Michelle Hahn
Advisor & Operations Manager
Chase Mcmellian
Financial Advisor & Director of Retirement Plans
Geoffrey Potts
Client Service Manager
Leslie King FPQP™
Service Advisor
Brian Chastain
CIO | CCO | Founding Partner
Rusty Boaz
Partner | CERTIFIED FINANCIAL PLANNER™ | CPA
Jesse Henley
Retirement Plan Specialist
Sean Alford
Chief Investment Officer
Bryce Chastain
Tax Director & Financial Advisor
Kristina Miller
Financial Advisor and Operations Director at CFO4Life
Erika Howell
Tax Manager
Dallas Goldammer
Service Advisor
Kati Wands
Administrative Assistant
William Killeen
Portfolio Analyst
Ashley Williams
Tax Associate
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FAQ
CFO4Life operates in the Financial Services industries. More details can be found on the official website: mycfo4life.com.
The headquarters of CFO4Life are located in Coppell, United States.
You can contact CFO4Life by phone at 1-214-637-9500.
CFO4Life currently employs 10-50 people.
CFO4Life's revenue is approximately 30.4M.
