Broker Check

Meet Our Team

CFS is a diversified consulting firm specializing in financial, estate, investment, trust, and tax planning services. 

With a professional staff made up of investment, insurance, accounting, administrative, and actuarial specialists, CFS is recognized in the area of personal financial planning through comprehensive estate and business services.

CFS charges reasonable annual fees for its services, so that its clients can be assured of objectivity in its recommendations.

For those persons interested in a consistent, coordinated program aimed at working toward financial independence and security, CFS offers an unsurpassed commitment to professionalism and service.

Meet our Team

Victor Luke, Office Manager/ Legal Counsel

(818)846-8092 ex.5

Lisa Lopinski, Administrative

(818) 846-8092 ex. 3

Martha Macias, Operation Manager

(818) 846-8092 ex. 4

Ben Salonga, Operation Assistant

(818)846-8092 ex. 8

Kayleigh Whitmore, Operation Assistant

(818)846-8092 ex. 2