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.
On the left is a listing of companies whose employees we most commonly work with. If you work for one of these companies, please click the myCompany link for your particular employer for news, retirement plan information, upcoming seminars, forms, and other useful information.
While we most commonly work with the employees of these companies, we also work with the employees of many other companies, both large and small. If the company you work for is not listed, please choose other from the list for general information and how to have an advisor contact you.
CFG Wealth Management and the Securities America companies are not affiliated with, endorsed by, or retained by any of the companies or entities listed on this page.