The CFO
The CFO in Roswell, GA, is dedicated to providing investment management and strategic wealth planning tailored to meet the unique goals of each client. With a focus on building trust, the firm emphasizes a strong planning process to create financially secure plans that protect current needs while preparing for the future in a tax-efficient manner.
Led by Certified Financial Planner Zack Cockfield and supported by Administrative Assistant Rosemarie Toole, the team is committed to educating clients and offering informed direction. Their philosophy centers on collaboration, where they analyze client goals, implement recommendations, and monitor progress to ensure financial success.
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