top of page

Success
Above the Rest

CFG exists to help High-Earning Individuals harness Financial Freedom and Conquer Ambitious Goals by applying Modern Asset Management Skills and Unique Industry Expertise.

Alex Leonida, CEO and Owner, has 16 years of experience in Finance. He specializes in Advanced Asset Management, badging CIMA® and CFP® designations. Find him on the CFG YouTube channel weekly with his notable insights on current market conditions. Alex additionally has also been featured on CBS Colorado Channel 4 News. 

MMM - September 25, 2023

MMM - September 25, 2023

Play Video

Follow Us, CFG TV + Alex on Twitter

PLANNING SIMPLIFIED.

Financial planning can be complex, even overwhelming. Fortunately, it doesn't need to be.

ASSETS AMPLIFIED.

CONTACT

"The essence of investment management is the management of risks, not the management of returns."

-Benjamin Graham, The Intelligent Investor

Ready to get started with the CFG team

Contact us today for your complimentary consultation. 

bottom of page