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CFG Wealth Management remains open during the COVID crisis! Call us with any questions regarding your retirement. (858) 550-3960 or toll free (800) 884-5121

Navigate Retirement
CFG was recently featured in Fortune, Money and Bloomberg Businessweek magazine
Planning for retirement can be overwhelming. At CFG Wealth Management, our goal is to help you streamline and simplify the process, and to provide the tools and information ...
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Through our partnerships with Securities America, Inc. and Securities America Advisors, CFG Wealth Management offers a wide variety of investment products and fee based ...
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Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should allow you to plan for the possibility of your ...
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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.
Weekly Market Commentary
May 10th, 2021
Stocks rose to record levels Friday despite negative economic news. The Labor Department reported just 266,000 non-farm jobs were added last month, far from the 1 million forecasters expected, and the unemployment rate rose 6 percent. Bad news seemed to be good news to investors expecting the Fed to keep interest rates low. For the week, the Dow rose 2.72 percent to close at 34,777.76. The S&P gained 1.26 percent to finish at 4,232.60, and the NASDAQ dropped 1.48 percent to end at 13,752.24.
Quarterly Market Commentary
October 1st, 2019
At the end of every quarter, The CFG Wealth Management investment team provides a Quarterly Market and Economic Commentary. This report focuses on what’s going on in the capital markets this quarter and provides our perspective and advice.
  • SDG&E
  • Verizon
  • AT&T
  • RAYTHEON TECHNOLOGIES
  • NORTHROP GRUMMAN
  • Hewlett Packard
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