CFO4Life Employee Directory

Financial ServicesTexas, United States11-50 Employees

CFO4Life offers individuals and businesses unparalleled service in investment portfolio management and financial planning. With over 100 years of collective professional experience, our dedicated team of Certified Public Accountants, Certified Financial Planners®, and MBAs provides personalized and comprehensive guidance for wealth management. We seek opportunities to maximize your wealth through strategies guided by fundamental research, disciplined valuation techniques, and a long-term approach. Our team is always motivated by a focus on you and your financial security. We understand the importance and value of time. We give you what you want- more time, less stress.

Advisory services through CFO4Life Group, LLC. Securities offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Dr., Davenport, IA 52807. 563-326-2064 CFO4Life Group, LLC. and Ausdal Financial Partners are separately owned and operated.

Find CFO4Life employees' phone numbers or email addresses

CFO4Life Global Highlights

Location
Employees

North America
29

Minus sign iconPlus sign icon
  • United States Of America
    29

CFO4Life's Leadership

  • Stylized image of a person
    L. M.
    Ceo | Founding Partner | Managing Director
    Phone icon
  • Stylized image of a person
    B. C.
    Cio | Cco | Founding Partner
    Phone icon
  • Stylized image of a person
    R. B.
    Partner | Certified Financial Planner™ | Cpa
    Phone icon
  • Stylized image of a person
    K. M.
    Financial Advisor And Operations Director At Cfo4life
    Phone icon
  • Stylized image of a person
    R. B.
    Partner
    Phone icon
  • Stylized image of a person
    C. M.
    Financial Advisor & Director Of Retirement Plans
    Phone icon
  • Stylized image of a person
    B. C.
    Tax Director & Financial Advisor
    Phone icon
  • Stylized image of a person
    T. B.
    Director
    Phone icon

Contact profiles from CFO4Life

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. C.
    Cio | Cco | Founding Partner
    Phone icon
    Dec 09, 2025
  • Stylized image of a person
    L. M.
    Ceo | Founding Partner | Managing Director
    Phone icon
    United StatesTexas
    Dec 11, 2025
  • Stylized image of a person
    R. B.
    Partner | Certified Financial Planner™ | Cpa
    Phone icon
    United StatesTexas
    Oct 25, 2025
  • Stylized image of a person
    K. M.
    Financial Advisor And Operations Director At Cfo4life
    Phone icon
    United StatesColorado
    Nov 15, 2025
  • Stylized image of a person
    R. B.
    Partner
    Phone icon
    United StatesTexas
    Feb 11, 2025
  • Stylized image of a person
    C. M.
    Financial Advisor & Director Of Retirement Plans
    Phone icon
    United StatesTexas
    Oct 22, 2025
  • Stylized image of a person
    B. C.
    Tax Director & Financial Advisor
    Phone icon
    United StatesTexas
    May 17, 2024
  • Stylized image of a person
    T. B.
    Director
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    G. A.
    Portfolio Manager
    Phone icon
    United StatesTexas
    Sep 09, 2025
  • Stylized image of a person
    V. A.
    Service Advisor & Financial Planning Manager
    Phone icon
    United States
    Aug 09, 2025

Frequently Asked Questions

What is CFO4Life known for?

Minus sign iconPlus sign icon
CFO4Life was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 735 Plaza Boulevard, Suite 100; you can contact the main corporate office by phone at . Explore CFO4Life's company overview page for more information.

What is CFO4Life's most common email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
CFO4Life has approximately 18 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are CFO4Life's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, CFO4Life's key employees include:

  • Ceo | Founding Partner | Managing Director: L. M.
  • Cio | Cco | Founding Partner: B. C.
  • Partner | Certified Financial Planner™ | Cpa: R. B.
  • Financial Advisor And Operations Director At Cfo4life: K. M.
  • Partner: R. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.