CFO4Life Company
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 "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."
CFO4Life List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CFO4Life. You can filter them based on skills, years of employment, job, education, department, and prior employment.
CFO4Life Salaries. You can even request information on how much does CFO4Life pay if you want to. Learn about salaries, pros and cons of working for CFO4Life directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
17 CFO4Life employees in database. Find out everything there's to know about CFO4Life employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
CFO4Life Employees
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
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
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
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
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)
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
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
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
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
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
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
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
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
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)
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
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