What departments does CFO4Life have?

CFO4Life has employees across 2 departments including Administrative, Consultant.

What is the largest department at CFO4Life?

The largest department at CFO4Life is Consultant with 2 employees.

Where are CFO4Life employees located globally?

CFO4Life has employees across 1 continents and 1 countries including United States Of America.

How has CFO4Life's team size changed over time?

CFO4Life's team has decreased from approximately 24 to 19 employees based on available data.

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CFO4Life Employee Directory

Financial ServicesTexas, United States11-50 Employees

CFO4Life operates in the financial services industry, providing investment portfolio management and financial planning for individuals and businesses. A collaborative team of CPAs, CFPs, and MBAs leverages more than a century of collective experience to offer tailored wealth-management guidance rooted in fundamental research, disciplined valuation, and a long-term perspective.

The firm is based in Coppell, Texas, and focuses on providing reliable financial oversight for clients. Advisory services are offered through CFO4Life Group, LLC, while securities are provided through Ausdal Financial Partners, Inc.; the two entities are separately owned and operated. A 2022 report notes the group expanded its asset position by acquiring a stake in Veritex.

CFO4Life Global Highlights

North America
30

United States Of America
30

CFO4Life's Leadership

T. B.
Director
Mobile Phone
Email
K. W.
Administrative Assistant
Mobile Phone
Email
L. K. S.
Service Advisor
Mobile Phone
Email
J. R.
Service Advisor
Mobile Phone
Email
N. B.
Fin Advisor
Mobile Phone
Email

CFO4Life Employee Metrics

100%

50%

2026

2025

Banking
Sales
Accounting
Finance
Administrative
Other
Community & Social Services

Contact profiles from CFO4Life

Name

Title

Contact

Location

Last Update

T. B.
Director
Mobile Phone
Email
Oct 18, 2024
K. W.
Administrative Assistant
Mobile Phone
Email
Jun 01, 2026
L. K. S.
Service Advisor
Mobile Phone
Email
Mar 24, 2026
J. R.
Service Advisor
Mobile Phone
Email
Jan 05, 2026
N. B.
Fin Advisor
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is CFO4Life known for?

CFO4Life was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-214-637-****

. Explore CFO4Life's company overview page for more information.

What is CFO4Life's most common email format?

CFO4Life employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CFO4Life email formats with LeadIQ.

How many employees does CFO4Life have currently?

CFO4Life has approximately 20 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are CFO4Life's key employees and leadership?

As of July 2026, CFO4Life's key employees include:

Director: T. B.
Administrative Assistant: K. W.
Service Advisor: L. K. S.
Service Advisor: J. R.
Fin Advisor: N. B.

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CFO4Life Employee Directory

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