CFG Financial Planning Email Formats

Financial Services • Greenwood Village, Colorado, United States • 1-10 Employees

CFG Financial Planning Email Formats

CFG Financial Planning uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@cfgfinancialplanning.com), used 50% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@cfgfinancialplanning.com	50%
{first initial}	j@cfgfinancialplanning.com	25%
{first name}	john@cfgfinancialplanning.com	25%

Key Contact at CFG Financial Planning

Alex Leonida

Chief Executive Officer

Company overview

Headquarters	Greenwood Village, Colorado, United States
Phone number	+1801112926
Website	cfgfinancialplanning.com
NAICS	52
Keywords	Financial Advice, Wealth Management, Retirement Planning, Business Planning, Portfolio Management, Financial Planning, Investment Management, Financial Planning For Business Owners, Financial Planning For Professional Athletes, Financial Planning For Doctors, Asset Mangagement
Founded	1990
Employees	1-10
Socials

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 by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Entry

Manager

Employees by Department

CFG Financial Planning has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

CFG Financial Planning has never raised funding before.

CFG Financial Planning Tech Stack

Discover the technologies and tools that power CFG Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

WordPress.com

PaaS

Wix

Blogs

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

React

JavaScript frameworks

WordPress

Blogs

Google Cloud

IaaS

Frequently asked questions

CFG Financial Planning is located in Greenwood Village, Colorado, US.

You can reach CFG Financial Planning at +1801112926.

CFG Financial Planning was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.

CFG Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at CFG Financial Planning

Alex Leonida

Chief Executive Officer

4.8

40,000 users