Comprehensive Financial Management (CFM) Overview

General Information

Comprehensive Financial Management (CFM) is a multi-family office headquartered in Los Gatos. The firm serves affluent families with a focus on investment advisory, financial planning, and wealth management solutions. CFM works closely with clients to address complex financial needs, offering tailored strategies across asset classes and generations—supports families in preserving and growing wealth through disciplined, client-centric advisory and comprehensive financial oversight.