CFO4Life Company

Description

Address: 735 Plaza Blvd #100, Coppell, TX 75019 Hours: Closed ⋅ Opens 8AM Mon Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (214) 637-9500Website: : : : Category: : Place name: : : Website: http://mycfo4life.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 7 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for ThursdaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CFO4Life Posting publicly on the Web Write a review Reviews Be the first to review From CFO4Life Unable to add this file. Please check that it is a valid photo. "As your personal CFO, our advisors are dedicated to helping you navigate the complexities of your individual finances. Our mission is to help make your dreams a reality by creating custom strategies that seek to assist you in achieving financial...More "As your personal CFO, our advisors are dedicated to helping you navigate the complexities of your individual finances. Our mission is to help make your dreams a reality by creating custom strategies that seek to assist you in achieving financial independence. As a team, our advisors work diligently to execute these plans and protect you as your needs evolve. Client care is a lost art, and at CFO4Life, we strive to deliver our clientele an unparalleled level of service. We continually challenge ourselves to provide best-in-class services to all our clients, providing them with consistent communication and education so they can make the best financial decisions possible."

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CFO4Life Employees

Employee
Years
Job
Industry
Haden Gilder Haden Gilder Springdale, Arkansas Details
Haden Gilder's CFO4Life Experience February 2014 - December 2014
Job President & CEO of Beyond The Game Events & Promotions, LLC
Industry Events Services
Experience
Beyond the Game Events & Promotions   January 2015 - Present
The C.L.I.F. Project   June 2013 - Present
NWA Touchdown Club   June 2014 - January 2015
CFO4Life   February 2014 - December 2014
Shiloh Christian School  June 2010 - January 2014
Cenla Christian Academy   2009 - 2010
Pulaski Robinson High School   2006 - 2009

Skills
Athletics, Football, Sports Marketing, Coaching, Fundraising, Event Planning, Community Outreach, Event Management, PowerPoint, Nonprofits, Sponsorship, Microsoft Excel, Athletic Training, Educational Leadership, Scouting, Sports, Sports Management, Teaching

Education
Universtiy of Arkansas   1996 — 2000
Baschelor of Science and Education, Kinesiology and Exercise Science

Ouachita Baptist University   1995 — 1996
Kinesiology and Exercise Science

Pulaski Academy   1988 — 1995

Brian Chastain, CFP®, MBA Brian Chastain, CFP®, MBA Dallas/Fort Worth Area Details
Brian Chastain, CFP®, MBA's CFO4Life Experience January 1998 - Present
Job CIO | CCO | Founding Partner at CFO4Life specializing in Investments | Strategic Planning | Wealth Management
Industry Financial Services
Experience
CFO4Life   January 1998 - Present

Skills
Management, Finance, Investment Advisory, Financial Services, Wealth Management, Valuation, Compliance, Business Strategy, Strategic Financial..., Customer Service, Team Building, Mergers, Consulting, Tax Compliance, Estate Planning, Long Term Care Insurance, Disability Insurance, Succession Planning, Financial Analysis, Investments, Life Insurance, Strategic Planning, Tax Preparation, Term Life Insurance

Education
University of North Texas
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Abilene Christian University
Bachelor's Degree, Accounting

Kim Brawner Kim Brawner Fayetteville, Arkansas Details
Kim Brawner's CFO4Life Experience November 2013 - December 2014
Job Vice President at Sphere Wealth
Industry Financial Services
Experience
CFO4Life   November 2013 - December 2014
Waddell & Reed  August 2011 - November 2013
Morgan Stanley  January 1990 - August 2011
Shearson Lehman Brothers  October 1987 - March 1990
EF Hutton  June 1983 - October 1987

Skills
Due Diligence, Investments, Credit, Account Management, Strategic Planning, Real Estate Economics, Real Estate Financing

Education
University of Arkansas at Fayetteville   1971 — 1976
Bachelor of Business Administration (BBA), Finance & Real Estate

Wynne High School Wynne, Arkansas   1959 — 1971

FRANKLIN MATUTE, CFP® FRANKLIN MATUTE, CFP® Dallas, Texas Details
FRANKLIN MATUTE, CFP®'s CFO4Life Experience October 2007 - March 2014
Job CFP®
Industry Financial Services
Experience
HGA, LLC.   April 2014 - Present
CFO4Life   October 2007 - March 2014
American State Bank  September 2006 - August 2007
Carter Financial Management  May 2006 - August 2006

Skills
Personal Financial..., Investment Advisory, Retirement Planning, E-money, Redtail CRM, Income Tax, Wealth Management, Microsoft Excel, Estate Planning, Banking, Asset Management

Education
Texas Tech University   2003 — 2007
Personal Financial Planning, Financial Planning and Services

Elementary

Elementary

McCall Parrish McCall Parrish Waco, Texas Details
McCall Parrish's CFO4Life Experience February 2013 - October 2013
Job Student Pilot
Industry Aviation & Aerospace
Experience
American Football Coaches Association  June 2010 - Present
CFO4Life   February 2013 - October 2013
Texas Farm Bureau Insurance Co   February 2012 - February 2013
Sky Ranch Camps  April 2007 - April 2008
Tommy Hilfiger  August 2004 - July 2006

Skills
Social Media, Editing, Copy Editing, InDesign, Proofreading, Photoshop, Public Relations, Media Relations, Press Releases, Ap Style, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, E-newsletter Design, Sports, Customer Service, Life Insurance, Property & Casualty..., Farm and Ranch Insurance, Health Insurance, Management, Football, Coaching

Education
Texas State Technical College Waco   2014 — 2016
Associate's Degree, Aircraft Pilot Training

Baylor University   2006 — 2010
Bachelor of Arts, Journalism (Concentration in Public Relations)

Rachel Wender, MBA Rachel Wender, MBA Fort Wayne, Indiana Area Details
Rachel Wender, MBA's CFO4Life Experience March 2014 - January 2015
Job Manager of Financial Planning and Analysis at Ash Brokerage
Industry Financial Services
Experience
Ash Brokerage  February 2014 - Present
CFO4Life   March 2014 - January 2015
Ash Brokerage  June 2011 - February 2014
Ash Brokerage  June 2010 - June 2011
Ash Brokerage  January 2009 - June 2010
University of Missouri  August 2007 - December 2008
University of Missouri  January 2007 - December 2008
Ash Brokerage  May 2008 - August 2008
Moneta Group  May 2007 - August 2007

Skills
Analysis, Finance, Insurance, Accounting, Financial Analysis, Budgets, Microsoft Excel, Six Sigma, Risk Management, Marketing, Life Insurance, Sales, Term Life Insurance, Project Management, Customer Service, Management, Negotiation, Overseas Experience, Public Speaking

Education
University of Missouri-Columbia   2007 — 2008
Master of Business Administration (M.B.A.), Finance

University of Missouri-Columbia   2003 — 2007
Bachelor of Science (B.S.), Business Administration; Finance, Banking and Real Estate

Patrick Kelcourse Patrick Kelcourse Dallas/Fort Worth Area Details
Patrick Kelcourse's CFO4Life Experience December 2014 - Present
Job Planning Associate at CFO4Life Specializing in all Aspects of Financial Planning | 401k Plan Analysis | Client Education
Industry Financial Services
Experience
CFO4Life   December 2014 - Present
CFO4Life   June 2014 - August 2014
Col   February 2014 - April 2014
Lubbock Texas Branch   September 2011 - May 2012

Skills
Tax Preparation, Tax Planning, 401k, Personal Tax Planning, 401k Rollovers, Client Relations, Holistic Financial..., Term Life Insurance, Tax Returns, Life Insurance, Long-term Care, Financial Planning, Teamwork, Disability Insurance, Long Term Care Insurance, Succession Planning, Leadership, Investment Advisory, Team Leadership, Time Management, Research, Public Speaking, Financial Analysis, Customer Service, Social Media, Data Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint

Education
Texas Tech University   2010 — 2014
Personal Financial Planning

Leslie Sturgeon Leslie Sturgeon United States Details
Leslie Sturgeon's CFO4Life Experience August 2013 - Present
Job Risk Management Specialist at CFO4Life specializing in Investment Management | Client Engagement
Industry Financial Services
Experience
CFO4Life   August 2013 - Present
Barnsco Inc.  September 2012 - August 2013
Denton Country Club  April 2009 - August 2012
AXA Equitable  June 2010 - September 2010

Skills
Social Media Marketing, Social Networking, Photoshop, Leadership, Blogging, Strategic Planning, Microsoft Office, SEO, Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Dreamweaver, Organization, Communication, Critical Thinking, Adaptability, Teamwork, Customer Experience..., Investment Advisory, Estate Planning, Succession Planning

Education
University of North Texas   2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing

Levi McMellian, CPA, AIF® Levi McMellian, CPA, AIF® Dallas/Fort Worth Area Details
Levi McMellian, CPA, AIF®'s CFO4Life Experience January 1998 - Present
Job CEO | Founding Partner | Managing Director at CFO4Life specializing in Investment Management
Industry Financial Services
Experience
CFO4Life   January 1998 - Present

Skills
Management, Finance, Investment Advisory, Financial Services, Wealth Management, Valuation, Employee Benefits, Business Strategy, Strategic Financial..., Start-ups, Customer Service, 401k, Coaching, Time Management, Mergers, Securities, Wealth, Team Building, Consulting

Education
Oklahoma State University
Bachelor of Science, Business and Accounting

Preston Hamilton Preston Hamilton Dallas/Fort Worth Area Details
Preston Hamilton's CFO4Life Experience November 2013 - Present
Job Retirement Plan Consultant at CFO4Life specializing in 401(k) Plan Design | 401(k) Plan Analysis | Participant Education
Industry Financial Services
Experience
CFO4Life   November 2013 - Present

Skills
401k, Retirement Planning, Retirement Income..., Client Education, Financial Analysis, Analysis, Retirement Plan..., 401k Rollovers, Life Insurance, Disability Insurance, Wealth Management, Financial Planning, Investment Management, Investment Advisory, Succession Planning, Fixed Annuities, Long-term Care, Teamwork, Customer Experience, Client, Client Relations, Communication, Strategic Planning

Education
Abilene Christian University   2007 — 2012
Bachelor’s Degree, Finance, General

Morgan Webb, CFP®, CFS®, EA Morgan Webb, CFP®, CFS®, EA Dallas/Fort Worth Area Details
Morgan Webb, CFP®, CFS®, EA's CFO4Life Experience November 2013 - Present
Job Executive Associate | CERTIFIED FINANCIAL PLANNER™ at CFO4Life specializing in Investment Management | Tax Planning
Industry Financial Services
Experience
CFO4Life   November 2013 - Present
Wakeley Financial Services   January 2007 - October 2013

Skills
Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Portfolio Management, Certified Financial..., Marketing, Strategic Planning, Risk Management, Insurance, Wealth Management, Management, Investment Advisory, Defined Benefit, Contract Negotiation, Budgets, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Tax Planning

Education
University of North Texas
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General

Texas Christian University

Der Hung Der Hung Greater Pittsburgh Area Details
Der Hung's CFO4Life Experience February 2014 - Present
Job Investment Associate at CFO4Life specializing in Investment Research | Risk Management | Portfolio Management
Industry Financial Services
Experience
CFO4Life   February 2014 - Present
Young Life  March 2010 - August 2014
Clayton Bank and Trust  June 2013 - February 2014
Merrill Lynch  October 2012 - May 2013
Caterpillar Financial  June 2012 - July 2012
Edward Jones  September 2011 - May 2012
Puleo's Grille  July 2007 - September 2011

Skills
Risk Management, Investment Management, Portfolio Management, Mutual Funds, Investment Advisory, Loans, Financial Analysis, Investments, Investment Advisory..., Succession Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Customer Service, Analysis, Time Management, Management, Leadership, Bloomberg Terminal, Bloomberg, Microsoft Word, Outlook, Social Media, Access, Public Speaking, PowerPoint, Microsoft Office, Morningstar, Microsoft Excel, Series 7

Education
University of Tennessee-Knoxville - College of Business Administration   2009 — 2013
Finance & Accounting

Chase Mcmellian Chase Mcmellian Lubbock, Texas Details
Chase Mcmellian's CFO4Life Experience June 2013 - August 2013
Job ECommerce Market Analyst at Reagor Dykes Auto Group
Industry Financial Services
Experience
Reagor Dykes Auto Group  September 2014 - Present
Reagor Dykes Auto Group  June 2014 - August 2014
eBay Inc  May 2013 - June 2014
CFO4Life   June 2013 - August 2013
CM Lawn Care   May 2008 - August 2012

Skills
Sales, Microsoft Office, Research, Advertising, Investments, Communication, Customer Service, E-commerce, Ebay Sales, Microsoft Excel

Education
Texas Tech University - Rawls College of Business   2012 — 2016
Bachelor's Degree, Accounting and Finance, 3.73

Argyle High School   2008 — 2012

Jake Boaz Jake Boaz Dallas/Fort Worth Area Details
Jake Boaz's CFO4Life Experience June 2014 - August 2014
Job Student at Texas A&M University
Industry Accounting
Experience
Lennox International  May 2015 - August 2015
CFO4Life   June 2014 - August 2014
FlowCheck LLC   October 2011 - August 2013

Skills
Entrepreneurship, Investments, Accounting, Software Development, Web Development, Business Development, Small Business, Account Reconciliation, Financial Analysis, Hyperion, Journal Entries, Microsoft Excel, SAP

Education
Texas A&M University   2013 — 2017
Accounting

Coppell High School   2009 — 2013
High School, 4.9 GPA (5.0 Scale)

Matthew Benham Matthew Benham Fayetteville, Arkansas Details
Matthew Benham's CFO4Life Experience July 2014 - August 2014
Job Attended University of Arkansas
Industry Investment Banking
Experience
Hub Financial  September 2015 - Present
HUB Financial Inc.  June 2015 - September 2015
New York Life Insurance Company  January 2015 - April 2015
Fish Pond Surgery Center   June 2009 - January 2015
CFO4Life   July 2014 - August 2014
Arvest Bank  August 2013 - December 2013
Lorena Middle School   September 2008 - November 2009
Benham Lawn Care   June 2007 - August 2008

Skills
Strategy, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Management, Social Media, Finance, Financial Analysis, Investments, Customer Service, Sales, Leadership, Financial Planning

Education
University of Arkansas   2011 — 2014
Bachelor of Science (BS) in Business Administration, Accounting and Finance

Baylor University   2010 — 2010

Larry Silverman, CPA, CFP Larry Silverman, CPA, CFP Frisco, Texas Details
Larry Silverman, CPA, CFP's CFO4Life Experience 2008 - 2013
Job Partner/Financial Advisor at Silverman LeGate Advisory Group, LLC
Industry Financial Services
Experience
Silverman LeGate Advisory Group, LLC   August 2013 - Present
CFO4Life   2008 - 2013
Cornwall Jackson   1980 - 2008
Tax Partner   1975 - 1989

Skills
Tax, Strategic Financial..., Accounting, Portfolio Management, Finance, Investments, Auditing, Financial Reporting, Retirement, Retirement Planning, Financial Analysis, Corporate Tax, Wealth Management, Financial Advisory, Asset Management

Education
The University of Texas at Austin   1972 — 1975
Bachelor of Business Administration (BBA), Accounting