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Our Philosophy

Our philosophy

We pride ourselves on guiding clients through all stages of life. Our mission is to empower our clients to live their life well and feel a sense of calm with their goals and giving. By looking through a multigenerational lens, we aim to cultivate a meaningful relationship, grounded in trust, empathy, and advocacy.

Client Centered

What makes CFG Experienced?

Coming from a pedigree with over 90 years of combined experience in planning, Alex is a second generation planner. The new team at CFG has maintained our family atmosphere and endeavors to never stop learning and improving. Our many designations (with more to come) are a testament to that ethos.


WORKING WITH US:

The CFG Team helps highly driven, successful individuals achieve financial freedom and conquer ambitious goals. CFG utilizes world class research to develop and implement institutional quality portfolios. While we believe that a strong financial plan is the foundation for any investment strategy, we serve many clients in a pure portfolio management capacity. 

Alex Leonida is an in-house Certified Investment Management Analyst (CIMA®) designee. Alex is an industry veteran in portfolio design and investment strategy. He serves as Chief Investment Officer and personally oversees all CFG investment portfolios.

As goals and inspiration become more clear, the team can assist in philanthropic efforts, effective tax management, and multigenerational legacy planning. One of our greatest joys is taking a client full circle, and not only working with their children, but their grandchildren as well. This is why we provide vertical bloodline discounts for families we serve.

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