


CFO Solutions
Financial Services • Scottsdale, Arizona, United States • 11-20 Employees
Company overview
| Headquarters | PO Box 14385, Scottsdale, Arizona 85267, US |
| Website | |
| NAICS | 52 |
| Keywords | Investment Management, Employee Benefits, LLC, Disability, Asset Protection, Estate Planning, Financial Planning, Retirement, 401(K), Life Insurance, Pension, C Corp, Defined Benefit, Executive Comp, Fee Only, ira, Profit Sharing, S Corp |
| Founded | 1991 |
| Employees | 11-20 |
Key Contact at CFO Solutions
Hussein Sleiman
Ceo
CFO Solutions Email Formats
CFO Solutions uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About CFO Solutions
Doctors Welcome! CFO is an independent, boutique financial services firm which specializes in the unique planning needs of doctors and the economic issues facing them. Just like many medical and dental professionals, CFO specializes . . . that is, we focus, focus, focus . . . upon implementation and balanced integration of programs and services exclusively for Doctors. CFO doctor-clients obtain access to the customized, individualized, written CFO Financial Treatment Plan for Doctors ("FTP"), which analysis is a special financial x-ray diagnostic. No treatment protocol is performed without first obtaining this financial diagnosis. The FTP calculates the doctor's losses of practice earnings and retirement savings caused by inappropriate or ineffective Doctor's business structure, estimates when the Doctor will achieve Critical Capital Mass, and evaluates and quantifies Alternative Treatment Plans. Based upon recommendations derived from the FTP, CFO helps doctors achieve personal Critical Capital Mass sooner rather than later, by systematic implementation of the written, personalized financial treatment plan. CFO is headquartered in Phoenix, along with Regional Offices across the country. The Doctor may choose to work with a CFO Financial Advisor in one of the Regional Offices. In addition, Phoenix is one of the premier resort destinations in the U.S. The Phoenix Sky Harbor Airport permits easy national access to and from Phoenix and wherever the Doctor is located.
CFO Solutions revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
CFO Solutions has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
CFO Solutions has never raised funding before.
CFO Solutions Tech Stack
Discover the technologies and tools that power CFO Solutions's digital infrastructure, from frameworks to analytics platforms.
Reverse proxies
Web servers
Frequently asked questions
4.8
40,000 users



