# CFO4Life Group

CFO4Life Group is a Bank / Wealth / Trust based in Coppell, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Coppell, United States
- **Region:** North America
- **Address:** Coppell, TX, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** mycfo4life.com
- **LinkedIn:** https://www.linkedin.com/company/cfo4life

## Regulatory record

- **Reports private funds:** No

## About

CFO4Life Group was established in 2006 and maintains its headquarters in Coppell, Texas, part of the Dallas–Fort Worth metropolitan area. The firm is structured as a registered investment advisor, providing fiduciary wealth management and financial planning services to individual investors, business executives, trusts, and corporate entities. The firm's core offerings span portfolio management, cash-flow analysis, and retirement-income planning. Its investment approach is rooted in retail advisory, constructing client portfolios with a mix of equities, fixed income, and alternative strategies where suitable. CFO4Life operates without reported institutional separate accounts or closed-end fund vehicles, distinguishing it from larger multi-family offices that run pooled direct-investment programs. The advisory team operates primarily from the single Coppell location, and the firm has not publicly disclosed total regulatory assets under management or headcount. The organization's footprint reflects a concentrated regional practice rather than a multi-city platform. Adjacent charitable or operating entities have not been identified in public disclosures. CFO4Life's structural differentiator lies in its compliance posture as a state-registered RIA serving a localized client base — an architecture that subjects it to Texas State Securities Board oversight and limits its marketing footprint compared to SEC-registered national firms. This regulatory profile shapes both the firm's client-acquisition model and its operational cadence.

## Sectors

- Wealth Management
- Financial Services

## Questions

### What geographic region does CFO4Life Group primarily serve?

The firm operates from a single office in Coppell, Texas, and its client base is concentrated in the Dallas–Fort Worth metroplex. No additional office locations or out-of-state branch registrations appear in available public records.

## Related profiles

- [CFM Wealth Partners](https://altss.com/profile/cfm-wealth-partners)
- [CF Private Equity](https://altss.com/profile/cf-private-equity)

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Last updated: 2026-06-03T20:00:00.000Z

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