Centaurus Financial - Jane Prugsanapan

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Financial consultant in Campbell, CA (show on map)

CFI Advisor Group is a financial services firm in Campbell, CA, offering financial planning, wealth management, retirement planning, investment management, estate planning, insurance, and tax planning.

Call (408) 410-8303

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About

CFI Advisor Group is a financial services firm headquartered in Campbell, CA, offering comprehensive financial planning and wealth management services. The firm works with individuals and businesses to develop personalized financial plans covering retirement, investment, estate, insurance, and tax planning.

Services include college plans, estate plans, tax plans, IRA/401K/profit sharing plans, portfolio management, asset allocation, risk analysis, tax loss harvesting, and quarterly reporting. The firm operates through Centaurus Financial, Inc. and is a member of FINRA.

FINRA-registered financial professionals (Series 7, 66)

Enrolled Agent credential

Serving the Silicon Valley community

Individualized approach to financial planning

Services

Financial Planning and Wealth Management

Comprehensive financial planning starting with getting to know the client, identifying goals, investment objectives, time horizon, and risk tolerance, then developing and implementing a plan with ongoing monitoring and adjustments for life changes.

Getting to know the client Goal identification Investment objectives assessment Time horizon analysis Risk tolerance evaluation Plan development and implementation Ongoing monitoring and plan review

Retirement Planning

Retirement planning services including IRA, SEP, 401K, and 403b plans. The firm helps clients understand Social Security benefits, required minimum distributions, and strategies for maximizing retirement income.

IRA planning SEP planning 401K planning 403b planning Social Security optimization Required minimum distribution planning

Investment Management

Investment management services including asset allocation analysis, portfolio implementation and trading, portfolio rebalancing, tax loss harvesting, and quarterly reporting. Services include ongoing research and client communication.

Asset allocation analysis Portfolio implementation and trading Portfolio rebalancing Tax loss harvesting Quarterly reporting Ongoing research and client communication

Estate Planning

Estate planning services to help manage personal affairs while alive and control the distribution of wealth upon death. The firm provides guidance on wealth transfer strategies.

Wealth transfer planning Estate management

Risk Management and Insurance

Risk management services including life insurance for family protection, liquidity needs, estate protection strategies, long-term care insurance, and disability income replacement.

Life insurance Family protection Liquidity needs Estate protection Long-term care Disability income replacement

Tax Planning

Tax planning services integrated into the overall financial plan to help minimize tax burden throughout the year.

Tax analysis Year-round tax planning Integration with financial plan

Credentials & Certifications

FINRA Series 7

FINRA Series 66

Enrolled Agent

Frequently Asked Questions

What services does CFI Advisor Group offer? +

CFI Advisor Group offers financial planning and wealth management, retirement planning (IRA, SEP, 401K, 403b), investment management (asset allocation, portfolio management, tax loss harvesting), estate planning, risk management and insurance, and tax planning.

What is the financial planning process at CFI Advisor Group? +

The process starts with getting to know the client and identifying their goals, investment objectives, time horizon, and what is important to them. A plan of action is then developed, which may include working with other advisors such as attorneys and accountants. The plan is implemented and then monitored with regular reviews and adjustments for life changes.

Where is CFI Advisor Group located? +

CFI Advisor Group is located at 510 De Carli Court, Campbell, CA 95008. The phone number is (408) 410-8303 and fax is (408) 374-3693.

Does CFI Advisor Group offer retirement planning services? +

Yes, the firm offers retirement planning services including IRA, SEP, 401K, and 403b plans, along with Social Security optimization and required minimum distribution planning.