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your goals
come first

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

Alex Leonida, CEO and Owner, has over 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 - July 15, 2024

MMM - July 15, 2024

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



"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

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