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our philosophy

Our mission is to empower our clients to live their life well by solidifying their confidence in their financial wellbeing, through a streamlined approach for defining life goals. We aim to cultivate a meaningful relationship, grounded in trust, empathy, and advocacy.

what makes CFG Experienced?





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.

Ready to get started

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