Broker Check

Who We Are


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 achieving financial independence and security, CFS offers an unsurpassed commitment to professionalism and service.


Meet our Team

Lisa Lopinski

Administrative

(818) 846-8092 ex. 3

[email protected]


Theresa Tannous

Financial Analyst

(818) 846-8092 ex. 8

[email protected]


Martha Macias

Operation Assistant

(818) 846-8092 ex. 4

[email protected]


Einar Gemio

Operation Assistant

(818) 846-8092 ex. 2

[email protected]


Kayleigh Whitmore

Administrative Assistant

(818)846-8092 ex. 7

[email protected]


Hebert Pacheco

Operation Assistant

(818) 846-8092 ex. 5

[email protected]