Media & Recognition
Media & Recognition
CFG Wealth Management has been featured in various publications and media outlets for insights on financial planning, retirement strategies, and market perspectives.
Featured Media
Fortune, Money & Bloomberg Businessweek
Building Lifelong Relationships Through Trustworthy, Independent Guidance
Highlighting the importance of trust, independence, and long-term client relationships in financial planning.
The Wall Street Journal
Before You Open That Nest Egg
Key considerations and questions to ask before drawing from retirement savings.
Kiplinger’s Magazine
5 Steps to a Secure Retirement
A practical framework for building a stable and sustainable retirement plan.
Financial Advisor Magazine
Making The Money Last
Strategies for managing income and ensuring long-term financial sustainability in retirement.
San Diego business Journal
Trust Expert: Transfer Wealth to Successors
Strategies for effective wealth transfer and long-term legacy planning.
San Diego Magazine
Top CEOs: San Diego County
Recognizing leadership and expertise in financial planning and retirement strategy.
All Media
| Article Title | Publication | Link |
|---|---|---|
| Building Lifelong Relationships through Trustworthy, Independent Guidance | Fortune, Money and Bloomberg Businessweek | View Article |
| 5 Steps to a Secure Retirement | Kiplinger’s Magazine | View Article |
| Best Ways to Raid Your Retirement Accounts | Kiplinger.com | View Article |
| Smart Year End Tax Moves | Kiplinger.com | View Article |
| The Roth 401(k): Tax Me Now | Forbes.com | View Article |
| Real Estate: 10 Retirement Options | Forbes.com | View Article |
| Before Your Open That Nest Egg: 10 Questions To Ask Before Taking The First Dollar Out Of Your Retirement Savings | The Wall Street Journal | View Article |
| The 4% Solution | Financial Advisor Magazine | View Article |
| A Trust May Be A Widower’s Best Friend | Financial Advisor Magazine | View Article |
| Social Security Beat: Advisor Helps Spouses Boost Benefits | Financial Advisor Magazine | View Article |
| Making The Money Last | Financial Advisor Magazine | View Article |
| Withdraw, Don’t Retreat | Financial Advisor Magazine | View Article |
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