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Metanoia Financial
Metanoia Financial serves as a Personal CFO, implementing and stewarding clients' complete financial life plans. As a fiduciary financial advisor operating on...
Metanoia Financial
Metanoia Financial serves as a Personal CFO, implementing and stewarding clients' complete financial life plans. As a fiduciary financial advisor operating on a fee-only basis, the firm provides investment management, retirement income and legacy planning, proactive tax strategy, and related services for individuals and families.
General information
Firm type
RIA
Year founded
2010
Principals
Bobby Cremins
Founder, President
Abby Cubbison
Associate Financial Planner
Cherice Tyler
Client Service Associate, Operations Manager
Frequently asked questions
Who runs investment decisions at Metanoia Financial?
No named principals or investment professionals are associated with Metanoia Financial in public records, media reports, or industry databases. Leadership and decision-making authority remain unknown.
Has Metanoia Financial made any known direct investments or fund commitments?
No direct investments, fund commitments, or co-investments by Metanoia Financial appear in any public database, press release, or news article. The firm has no recorded portfolio activity.
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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