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CDFINANCIAL
CD Financial helps individuals and families pursue their ideal retirements. The firm works with federal employees, professionals, and retirees on retirement...
CDFINANCIAL
CD Financial helps individuals and families pursue their ideal retirements. The firm works with federal employees, professionals, and retirees on retirement planning, tax efficiency, and legacy strategies. It operates under the fiduciary standard and offers advisory services through CD Financial LLC, an Investment Advisor in the State of California.
General information
Firm type
RIA
Principals
Charles Dzama
Founder and Financial Advisor
Gio Otero
Video & Marketing Director
Kellie Dahl
Client Support Partner
Valerie Moreno
Account Specialist
Sector focus
Frequently asked questions
Who runs investment decisions at CDFINANCIAL?
No named principals or investment committee members have been identified through public records, company filings, or media coverage. The firm does not disclose its leadership structure, making it impossible to attribute investment authority to any specific individual. Most single-family offices of this opacity are managed by a family member or a trusted advisor who avoids public exposure.
What investment stages does CDFINANCIAL typically target?
No stage preferences — venture capital, growth equity, buyout, real estate, or credit — have been documented in any public source. Without a single deal or fund commitment attributed to the firm by any counterparty or press report, it is impossible to assess its target stage.
Does CDFINANCIAL participate in fund commitments or only direct deals?
No fund commitments or direct deals have been documented in any limited-partner registry, data vendor, or news account. Without a track record of either approach, it is unknown whether the firm allocates capital through external managers or exclusively via direct investments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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