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Certified Divorce Financial Analyst, CDFA™

What you should know before you file…

Behavioral Financial Advisor, BFA™

Your behavior as an investor matters…

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

“We are guided by history, not headlines.” –Nick Murray

Peg Lutz

Peg Lutz, CFP^®, CDFA™

Operations Manager

peg@yourcfadvisors.com

Paul Singer

Paul E. Singer, RFC^®, BFA™

Managing Partner

paul@yourcfadvisors.com

James Carnaghi

James R. Carnaghi, RFC^®

Partner

jim@yourcfadvisors.com

Megan Crofoot

Megan Crofoot

Advisor Support Specialist

megan@yourcfadvisors.com

Makala Bartosz

Makala Bartosz

Advisor Assistant

makala@yourcfadvisors.com

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