CFO4Life
Financial Services • 
Coppell, Texas, United States • 11-20 Employees
Company overview
| Headquarters | 735 Plaza Blvd, Suite 100, Coppell, Texas 75019, US |
| Phone number | +12146379595 |
| Website | |
| NAICS | 52 |
| SIC | 729 |
| Keywords | Investments, Tax Planning, Employee Benefits, Estate Planning, Risk Management (Insurance), Retirement And Family Planning |
| Founded | 1998 |
| Employees | 11-20 |
| Socials |
Key Contacts at CFO4Life
Chase Mcmellian
Financial Advisor & Director Of Retirement Plans
Levi Mcmellian
Ceo | Founding Partner | Managing Director
Kristina Miller
Financial Advisor And Operations Director At Cfo4Life
Bryce Chastain
Tax Director & Financial Advisor
CFO4Life Email Formats
CFO4Life uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@mycfo4life.com), used 61.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@mycfo4life.com | 61.1% |
{first name}.{last name} | john.doe@mycfo4life.com | 38.9% |
About CFO4Life
CFO4Life offers individuals and businesses unparalleled service in investment portfolio management and financial planning. With over 100 years of collective professional experience, our dedicated team of Certified Public Accountants, Certified Financial Planners®, and MBAs provides personalized and comprehensive guidance for wealth management. We seek opportunities to maximize your wealth through strategies guided by fundamental research, disciplined valuation techniques, and a long-term approach. Our team is always motivated by a focus on you and your financial security. We understand the importance and value of time. We give you what you want- more time, less stress. Advisory services through CFO4Life Group, LLC. Securities offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Dr., Davenport, IA 52807. 563-326-2064 CFO4Life Group, LLC. and Ausdal Financial Partners are separately owned and operated.
CFO4Life revenue & valuation
| Annual revenue | $30,500,000 |
| Revenue per employee | $1,690,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $97,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
CFO4Life has 13 employees across 5 departments.
Departments
Number of employees
Funding Data
CFO4Life has never raised funding before.
CFO4Life Tech Stack
Discover the technologies and tools that power CFO4Life's digital infrastructure, from frameworks to analytics platforms.
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JavaScript libraries
Marketing automation
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Analytics
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CDN
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