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CFO4LIFE

COPPELL, TX · CRD 287600 · IAPD ↗ · focusfinancialpartners.com · 214-637-9500

$1.94BRegulatory AUM
14Advisory reps
22Employees
1Clients
1-10Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — CFO4LIFE notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — CFO4LIFE added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.