CFO4Life Group, LLC: Company Profile

Background

Overview

CFO4Life Group, LLC is a financial advisory firm headquartered in Coppell, Texas. Established in 2006, the firm initially began as an audit and tax service provider. Over time, it expanded its offerings to include comprehensive financial planning and wealth management services. In 2017, CFO4Life became a partner firm of Focus Financial Partners, a network of independent wealth management firms.

Mission and Vision

CFO4Life's mission is to assist clients in achieving financial independence by creating personalized strategies that align with their individual goals. The firm emphasizes a client-centric approach, focusing on understanding each client's unique needs and providing tailored financial solutions.

Industry Significance

As a registered investment adviser with the Securities and Exchange Commission, CFO4Life operates within the financial services industry, offering a range of services including financial planning, portfolio management, and tax preparation. The firm manages assets for a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations.

Key Strategic Focus

Core Objectives

CFO4Life aims to empower clients to use their wealth to work toward their goals, providing comprehensive plans with personalized designs. The firm focuses on delivering high-quality service and expertise in the management, preservation, and growth of clients' wealth.

Areas of Specialization

Comprehensive Wealth Management: Tailored financial plans that address individual client needs.

Tax Preparation and Planning: Services designed to optimize tax strategies for clients.

Retirement Plans and Corporate Services: Assistance with pension plans and 401(k)s, serving as fiduciaries.

Key Technologies Utilized

CFO4Life employs advanced financial planning software and portfolio management tools to deliver personalized financial strategies. The firm also offers a mobile application, CFO4Life App, which allows clients to view account information, performance, and other reporting details on their mobile devices.

Primary Markets Targeted

The firm primarily serves high-net-worth individuals, business owners, executives, and families seeking comprehensive financial planning and wealth management services. CFO4Life operates in Texas, Pennsylvania, and Indiana, catering to clients in these regions.

Financials and Funding

Funding History

CFO4Life became a partner firm of Focus Financial Partners in 2017, which provided access to additional resources and support.

Assets Under Management (AUM)

As of the latest available data, CFO4Life manages approximately $1.87 billion in assets across 852 clients.

Recent Financial Activities

In the fourth quarter of 2025, CFO4Life Group, LLC reported a portfolio value of $701.54 million, consisting of 242 assets. The firm added 19 new positions and exited 10 positions during this period.

Pipeline Development

As a financial advisory firm, CFO4Life does not have a product development pipeline. Instead, the firm focuses on developing personalized financial strategies for its clients, which may include investment portfolios, retirement plans, and tax strategies.

Technological Platform and Innovation

Proprietary Technologies

CFO4Life utilizes proprietary financial planning methodologies to create customized strategies for clients. The firm also offers a mobile application, CFO4Life App, which provides clients with real-time access to their financial information.

Significant Scientific Methods

The firm employs advanced financial modeling and analysis techniques to develop personalized financial plans. This includes utilizing financial planning software and portfolio management tools to assess and optimize clients' financial strategies.

Leadership Team

Key Executives

Rodger Kline: Co-founder of CFO4Life, Rodger has been instrumental in the firm's growth and development.

B.A. Kline: Co-founder of CFO4Life, B.A. has played a significant role in establishing the firm's client-centric approach.

Kristina Miller: Financial Advisor and Operations Director at CFO4Life, Kristina contributes to the firm's operational efficiency and client service excellence.

Dallas Goldammer: Service Advisor at CFO4Life, Dallas plays a key role in client relations and service delivery.

Kati Wands: Administrative Assistant at CFO4Life, Kati supports the firm's administrative functions and client service operations.

Leadership Changes

No significant leadership changes have been reported in recent years.

Competitor Profile

Market Insights and Dynamics

The financial advisory industry is characterized by a diverse range of firms offering services from investment management to comprehensive financial planning. The market is competitive, with firms striving to differentiate themselves through personalized services, technological innovation, and client relationships.

Competitor Analysis

CFO4Life competes with other financial advisory firms in its operating regions, including:

Focus Financial Partners: A network of independent wealth management firms, including CFO4Life as a partner firm.

Local Independent Advisors: Various independent financial advisors operating in Texas, Pennsylvania, and Indiana.

Strategic Collaborations and Partnerships

CFO4Life's partnership with Focus Financial Partners enhances its capabilities by providing access to a broader range of resources and expertise, strengthening its market position.

Operational Insights

CFO4Life differentiates itself through a client-centric approach, offering personalized financial strategies without proprietary investment products, thereby avoiding potential conflicts of interest.

Strategic Opportunities and Future Directions

CFO4Life continues to focus on expanding its client base and enhancing service offerings by leveraging technological innovations and maintaining a strong commitment to client education and personalized financial planning.