About CFG Wealth Management

CFG Wealth Management is an Investment Management company, headquartered in San Diego, with 51 - 200 employees and annual revenue of $1M - $5M.

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 expecta...

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CFG Wealth Management Company Highlights

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Phone Number

(800) 884-xxxx

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Corporate Office Address

4370 LA Jolla Village Dr
San Diego, 92122

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Website

cfgwmt.com

Industries Served

Investment Management

Number of Employees

51 - 200 Employees

Company Revenue

$1M - $5M

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CFG Wealth Management Org

CFG Wealth Management has 1 C-Level, 1 VP, 1 Director, 3 Manager, and 7 Other employees.

CFG Wealth Management Decision Makers

  • CEOWishenna Taylor

CFG Wealth Management's Tech Stack

Akamai
Bootstrap
Contact Form
Facebook

Frequently Asked Questions About
CFG Wealth Management

FAQs

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Who is the CEO of CFG Wealth Management?

The CEO of CFG Wealth Management is Wishenna Taylor. See full contact details  ›

How many senior employees does CFG Wealth Management have?

CFG Wealth Management has 6 senior employees that are typically used for decision making.

Who are the key decision makers at CFG Wealth Management?

Key decision makers at CFG Wealth Management include Wishenna Taylor (CEO). See full contact details  ›

What technologies does CFG Wealth Management use?

CFG Wealth Management uses technologies including Akamai, Contact Form, and Google Cloud.

How do I contact CFG Wealth Management?

To contact CFG Wealth Management, visit cfgwmt.com.

What companies are similar to CFG Wealth Management?

Companies similar to CFG Wealth Management include Oasis Management Company Ltd., Predictis, and Infinity Capital Partners LLC.

Where is CFG Wealth Management headquartered?

CFG Wealth Management is headquartered at 4370 LA Jolla Village Dr, San Diego.

What is the main phone number for CFG Wealth Management?

The main phone number for CFG Wealth Management is (800) 884-xxxx.

What is the official website for CFG Wealth Management?

The official website for CFG Wealth Management is cfgwmt.com.

What is the annual revenue of CFG Wealth Management?

The annual revenue of CFG Wealth Management is $1M - $5M.

How many employees does CFG Wealth Management have?

CFG Wealth Management has 51 - 200 employees.

What industry is CFG Wealth Management in?

CFG Wealth Management is in the Investment Management industry.

Last updated: August 19, 2024

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