At CFG Wealth Management, our mission is to provide quality and comprehensive personal service and expertise to our clients while maintaining the highest standards of professionalism and integrity. The needs of our clients always come first, and we make it our top priority to ensure that the expectations of our clients line up with the level of service we provide. Service and personal attention are paramount, and we will continuously strive to help you reach your goals as you plan for and enjoy retirement. Rest assured that as a client of CFG Wealth Management, you have a Trusted Advisor on your side. Please visit our website below for full disclosures. Third-party comments may not be representative of all customer experiences.
View Top Employees from CFG Wealth Management| Website | http://www.cfgwmt.com |
| Revenue | $2 million |
| Employees | 19 (13 on RocketReach) |
| Founded | 2002 |
| Address | 4370 La Jolla Village Dr. STE 630, San Diego, California 92122, US |
| Phone | (858) 623-3100 |
| Industry | Investment Management, Brokerage, Finance |
| SIC | SIC Code 874 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 5611 Companies, NAICS Code 56111 Companies, NAICS Code 56 Companies, NAICS Code 561110 Companies, NAICS Code 561 Companies |
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CFG Wealth Management Questions
The CFG Wealth Management annual revenue was $2 million in 2024.
Bryce Alvari is the Vice President of CFG Wealth Management.
13 people are employed at CFG Wealth Management.
CFG Wealth Management is based in San Diego, California.
The NAICS codes for CFG Wealth Management are [5611, 56111, 56, 561110, 561].
The SIC codes for CFG Wealth Management are [874, 87].
Top CFG Wealth Management Employees
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