[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” disabled_on=”on|on|on” _builder_version=”4.16″ _module_preset=”default” custom_padding=”4px||16px||false|false” custom_padding_tablet=”” custom_padding_phone=”50px||50px||true|false” disabled=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.16″ _module_preset=”default” width=”90%” max_width=”2560px” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Aleksander Dyo” image=”http://cgf101.com/wp-content/uploads/2020/07/Aleksander-Dyo-Wealth-Excel-Founder_square.jpg” _builder_version=”4.16″ _module_preset=”default” header_level=”h5″ header_font=”Montserrat|700|||||||” header_text_color=”#474747″ header_font_size=”20px” body_font=”Montserrat||||||||” body_text_color=”#474747″ custom_margin=”||-10px||false|false” custom_padding=”||0px|||” header_text_align_tablet=”” header_text_align_phone=”center” header_text_align_last_edited=”on|desktop” body_text_align_tablet=”” body_text_align_phone=”center” body_text_align_last_edited=”on|desktop” custom_css_blurb_title=”padding-bottom: 15px;||margin-top: -15px;” custom_css_blurb_content=”margin-bottom: -25px;” global_colors_info=”{}”]
Managing Director/ Founder
17+ Years Advisory Experience
300+ Business Clients Served
$40MM+ Tax Savings Generated
[/et_pb_blurb][et_pb_button button_url=”http://cgf101.com/aleksander-dyo/” button_text=”Read Full Bio” button_alignment=”left” button_alignment_tablet=”” button_alignment_phone=”center” button_alignment_last_edited=”on|desktop” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#11C0EE” button_border_width=”2px” button_border_radius=”2px” custom_margin=”47px||||false|false” custom_padding=”14px|58px|14px|58px|true|true” global_colors_info=”{}”][/et_pb_button][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Arthur Lee” image=”http://cgf101.com/wp-content/uploads/2022/11/arthur-pic.png” _builder_version=”4.17.6″ _module_preset=”default” header_level=”h5″ header_font=”Montserrat|700|||||||” header_text_color=”#474747″ header_font_size=”20px” body_font=”Montserrat||||||||” body_text_color=”#474747″ custom_margin=”||-10px||false|false” custom_padding=”||0px|||” header_text_align_tablet=”” header_text_align_phone=”center” header_text_align_last_edited=”on|desktop” body_text_align_tablet=”” body_text_align_phone=”center” body_text_align_last_edited=”on|desktop” custom_css_blurb_title=”padding-bottom: 15px;||margin-top: -15px;” custom_css_blurb_content=”margin-bottom: -25px;” locked=”off” global_colors_info=”{}”]
Senior Financial Planner
22+ Years Advisory Experience
180+ Business Clients Served
$60MM+ Tax Savings Generated
[/et_pb_blurb][et_pb_button button_url=”http://cgf101.com/howard-lee/” button_text=”Read Full Bio” button_alignment=”left” button_alignment_tablet=”” button_alignment_phone=”center” button_alignment_last_edited=”on|desktop” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#11C0EE” button_border_width=”2px” button_border_radius=”2px” custom_margin=”49px||||false|false” custom_padding=”14px|58px|14px|58px|true|true” locked=”off” global_colors_info=”{}”][/et_pb_button][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Angie Tassone” image=”http://cgf101.com/wp-content/uploads/2020/07/Angie-Tassone-Wealth-Excel-Business-Relationships-Manager_square.jpg” _builder_version=”4.16″ _module_preset=”default” header_level=”h5″ header_font=”Montserrat|700|||||||” header_text_color=”#474747″ header_font_size=”20px” body_font=”Montserrat||||||||” body_text_color=”#474747″ custom_margin=”||-10px||false|false” custom_padding=”||0px|||” header_text_align_tablet=”” header_text_align_phone=”center” header_text_align_last_edited=”on|desktop” body_text_align_tablet=”” body_text_align_phone=”center” body_text_align_last_edited=”on|desktop” custom_css_blurb_title=”padding-bottom: 15px;||margin-top: -15px;” custom_css_blurb_content=”margin-bottom: -25px;” locked=”off” global_colors_info=”{}”]
Director of Business Relationships
14+ Years Client Relationship Experience
3000+ Clients Served
3000+ Client Transactions Processed
[/et_pb_blurb][et_pb_button button_url=”http://cgf101.com/angie-tassone/” button_text=”Read Full Bio” button_alignment=”left” button_alignment_tablet=”” button_alignment_phone=”center” button_alignment_last_edited=”on|desktop” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#11C0EE” button_border_width=”2px” button_border_radius=”2px” custom_margin=”||||false|false” custom_padding=”14px|58px|14px|58px|true|true” locked=”off” global_colors_info=”{}”][/et_pb_button][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.16″ _module_preset=”default” custom_padding=”4px||16px|||” custom_padding_tablet=”” custom_padding_phone=”40px||40px||true|false” locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_5,1_5,1_5,1_5,1_5″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.17.6″ _module_preset=”default” width=”90%” max_width=”2560px” global_colors_info=”{}”][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Aleksander Dyo” image=”http://cgf101.com/wp-content/uploads/2022/11/Aleksander-Dyo-Wealth-Excel-Founder_square-BW.jpg” alt=”Aleksander Dyo” _builder_version=”4.17.6″ _module_preset=”default” header_level=”h5″ header_font=”Montserrat|700|||||||” header_text_color=”#474747″ header_font_size=”20px” body_font=”Montserrat||||||||” body_text_color=”#474747″ height=”500px” height_tablet=”600px” height_last_edited=”off|tablet” custom_margin=”|18px|||false|false” custom_padding=”||0px|||” hover_enabled=”0″ custom_css_blurb_title=”padding-bottom: 15px;||margin-top: -15px;” custom_css_blurb_content=”margin-bottom: -25px;” global_colors_info=”{}” sticky_enabled=”0″]
Managing Director/ Founder
17+ Years Advisory Experience
300+ Business Clients Served
$60MM+ Tax Savings Generated
[/et_pb_blurb][et_pb_button button_url=”http://cgf101.com/aleksander-dyo/” button_text=”Read Full Bio” button_alignment=”left” button_alignment_tablet=”” button_alignment_phone=”center” button_alignment_last_edited=”on|desktop” _builder_version=”4.17.6″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#00bfed” button_border_width=”2px” button_border_radius=”2px” custom_margin=”||||false|false” custom_padding=”14px|58px|14px|58px|true|true” global_colors_info=”{}”][/et_pb_button][/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Arthur Lee” image=”http://cgf101.com/wp-content/uploads/2022/11/arthur-lee-BW.jpg” alt=”Arthur Lee” _builder_version=”4.17.6″ _module_preset=”default” header_level=”h5″ header_font=”Montserrat|700|||||||” header_text_color=”#474747″ header_font_size=”20px” body_font=”Montserrat||||||||” body_text_color=”#474747″ height=”500px” custom_margin=”|18px|||false|false” custom_padding=”||0px|||” custom_css_blurb_title=”padding-bottom: 15px;||margin-top: -15px;” custom_css_blurb_content=”margin-bottom: -25px;” locked=”off” global_colors_info=”{}”]
Chief Operations Officer
7+ Years of Operations Experience
15+ Companies Managed
[/et_pb_blurb][et_pb_button button_url=”http://cgf101.com/arthur-lee/” button_text=”Read Full Bio” button_alignment=”left” button_alignment_tablet=”” button_alignment_phone=”center” button_alignment_last_edited=”on|desktop” _builder_version=”4.17.6″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#00bfed” button_border_width=”2px” button_border_radius=”2px” custom_margin=”||||false|false” custom_padding=”14px|58px|14px|58px|true|true” locked=”off” global_colors_info=”{}”][/et_pb_button][/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Angie Tassone” image=”http://cgf101.com/wp-content/uploads/2022/12/angie.png” alt=”Angie Tassone” _builder_version=”4.17.6″ _module_preset=”default” header_level=”h5″ header_font=”Montserrat|700|||||||” header_text_color=”#474747″ header_font_size=”20px” body_font=”Montserrat||||||||” body_text_color=”#474747″ height=”500px” custom_margin=”|18px|||false|false” custom_padding=”||0px|||” custom_css_blurb_title=”padding-bottom: 15px;||margin-top: -15px;” custom_css_blurb_content=”margin-bottom: -25px;” locked=”off” global_colors_info=”{}”]
Director of Business Relationships
20+ Years Client Relationship Experience
3000+ Clients Served
$30B+ Client Transactions
[/et_pb_blurb][et_pb_button button_url=”http://cgf101.com/angie-tassone/” button_text=”Read Full Bio” button_alignment=”left” button_alignment_tablet=”” button_alignment_phone=”center” button_alignment_last_edited=”on|desktop” _builder_version=”4.17.6″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#00bfed” button_border_width=”2px” button_border_radius=”2px” custom_margin=”||||false|false” custom_padding=”14px|58px|14px|58px|true|true” locked=”off” global_colors_info=”{}”][/et_pb_button][/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Kristy Goodman” image=”http://cgf101.com/wp-content/uploads/2023/11/photo_2023-11-22_14-04-10.jpg” alt=”Kristy Goodman” _builder_version=”4.17.6″ _module_preset=”default” header_level=”h5″ header_font=”Montserrat|700|||||||” header_text_color=”#474747″ header_font_size=”20px” body_font=”Montserrat||||||||” body_text_color=”#474747″ height=”500px” custom_margin=”|18px|||false|false” custom_padding=”||0px|||” custom_css_blurb_title=”padding-bottom: 15px;||margin-top: -15px;” custom_css_blurb_content=”margin-bottom: -25px;” locked=”off” global_colors_info=”{}”]
Administrator
25+ Years In Administration
1500+ Clients Served
30 Brokerages Serviced
[/et_pb_blurb][et_pb_button button_url=”http://cgf101.com/justin-vivian/” button_text=”Read Full Bio” button_alignment=”left” button_alignment_tablet=”” button_alignment_phone=”center” button_alignment_last_edited=”on|desktop” _builder_version=”4.17.6″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#00bfed” button_border_width=”2px” button_border_radius=”2px” custom_margin=”||||false|false” custom_padding=”14px|58px|14px|58px|true|true” locked=”off” global_colors_info=”{}”][/et_pb_button][/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Cristina Cabrera” image=”http://cgf101.com/wp-content/uploads/2022/11/Cristina-Cabrera.jpg” alt=”Cristina Cabrera” _builder_version=”4.17.6″ _module_preset=”default” header_level=”h5″ header_font=”Montserrat|700|||||||” header_text_color=”#474747″ header_font_size=”20px” body_font=”Montserrat||||||||” body_text_color=”#474747″ height=”500px” custom_margin=”|18px|||false|false” custom_padding=”||0px|||” custom_css_blurb_title=”padding-bottom: 15px;||margin-top: -15px;” custom_css_blurb_content=”margin-bottom: -25px;” locked=”off” global_colors_info=”{}”]
Creative Manager
8+ Years Creative Experience
50+ Fortune 50 Clients serviced
[/et_pb_blurb][et_pb_button button_url=”http://cgf101.com/cristina-cabrera-2/” button_text=”Read Full Bio” button_alignment=”left” button_alignment_tablet=”” button_alignment_phone=”center” button_alignment_last_edited=”on|desktop” _builder_version=”4.17.6″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#00bfed” button_border_width=”2px” button_border_radius=”2px” custom_margin=”||||false|false” custom_padding=”14px|58px|14px|58px|true|true” locked=”off” global_colors_info=”{}”][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_fullwidth_header title=”WE Can Guide You” button_one_text=”DISCOVERY CALL” button_one_url=”http://cgf101.com/client-consultant-form/” _builder_version=”4.16″ _module_preset=”default” use_background_color_gradient=”on” background_image=”http://cgf101.com/wp-content/uploads/2022/02/liam-pozz-yjmJBkKn26k-unsplash-scaled.jpg” custom_button_one=”on” button_one_text_size=”22px” button_one_text_color=”#ffffff” button_one_bg_color=”#00bfed” button_one_border_width=”0px” button_one_text_size_tablet=”” button_one_text_size_phone=”16px” button_one_text_size_last_edited=”on|phone” global_colors_info=”{}”]
We help our clients advance from the complexities of financial planning and become empowered, educated investors
[/et_pb_fullwidth_header][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”50px||50px||true|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_2_font=”|700|||||||” header_2_font_size=”38px” global_colors_info=”{}”]
Our Goals
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb use_icon=”on” font_icon=”Z||divi||400″ icon_color=”#00bfed” icon_placement=”left” image_icon_width=”50px” content_max_width=”2560px” _builder_version=”4.16″ _module_preset=”default” header_font=”|700|||||||” header_text_color=”#000000″ header_font_size=”30px” body_font=”||||||||” body_text_color=”#818284″ custom_css_blurb_content=”text-align: left;” icon_font_size=”50px” global_colors_info=”{}”]We want small business owners to achieve greater financial security so they can thrive and make a more significant impact on the world.[/et_pb_blurb][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb use_icon=”on” font_icon=”Z||divi||400″ icon_color=”#00bfed” icon_placement=”left” image_icon_width=”50px” content_max_width=”2560px” _builder_version=”4.16″ _module_preset=”default” header_font=”|700|||||||” header_text_color=”#000000″ header_font_size=”30px” body_font=”||||||||” body_text_color=”#818284″ custom_css_blurb_content=”text-align: left;” icon_font_size=”50px” locked=”off” global_colors_info=”{}”]We want our clients to continue to grow their wealth, even after retirement, so they can provide for their loved ones for generations to come.[/et_pb_blurb][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb use_icon=”on” font_icon=”Z||divi||400″ icon_color=”#00bfed” icon_placement=”left” image_icon_width=”50px” content_max_width=”2560px” _builder_version=”4.16″ _module_preset=”default” header_font=”|700|||||||” header_text_color=”#000000″ header_font_size=”30px” body_font=”||||||||” body_text_color=”#818284″ custom_css_blurb_content=”text-align: left;” icon_font_size=”50px” locked=”off” global_colors_info=”{}”]
We want to help our clients increase their wealth quicker and more efficiently by continually researching the latest trends in financial planning and proactively developing new strategies and products.
[/et_pb_blurb][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb use_icon=”on” font_icon=”Z||divi||400″ icon_color=”#00bfed” icon_placement=”left” image_icon_width=”50px” content_max_width=”2560px” _builder_version=”4.16″ _module_preset=”default” header_font=”|700|||||||” header_text_color=”#000000″ header_font_size=”30px” body_font=”||||||||” body_text_color=”#818284″ custom_css_blurb_content=”text-align: left;” icon_font_size=”50px” locked=”off” global_colors_info=”{}”]We want our clients to feel confident knowing our team of experts is on hand to answer questions, solve problems, and be the go-to resource for tax savings, retirement planning, and investment management.[/et_pb_blurb][/et_pb_column][/et_pb_row][/et_pb_section]