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Over the course of two decades, Advisors at CFG Wealth Management have worked with the employees of large Fortune 500 companies throughout California, helping them plan toward and transition into retirement. Through our regular educational seminars and workshops, personal retirement planning review meetings, and a rigorous investment management and income distribution planning process, we have helped thousands prepare for their futures. To view information on your particular company and some of the services we offer, choose your employer from the myCompany section.



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Upcoming Seminars / Events

CFG Wealth Management regularly hosts educational seminars and other events. Please visit our Seminars and Events page for a schedule of upcoming events, or Contact Us for more information.




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CFG was recently featured in Fortune, Money and Bloomberg Businessweek magazine.


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Weekly Market Commentary

8/22/16 — After stocks edged higher earlier in the week, declines in utility shares led a slight market dip Friday. Volume was low as investors weighed the odds of a rate increase by December. For the week, the Dow rose 0.02 percent to close at 18,552.57. The S&P gained 0.06 percent to finish at 2,183.87, and the NASDAQ climbed 0.10 percent to end the week at 5,238.38. ... Read More »

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