Damian Palfini, CFP®


Lead Planner
Cavalot Capital
2301 Blake St
Suite 100
Denver, Colorado 80205
United States
Phone: 7202954143
Email: damian@cavalotcapital.com
Website: https://www.cavalotcapital.com
Training: Active Registered Life Planner more info

Specialties
Investment management, equity compensation and cryptocurrency/digital assets are my primary specialties.

About My Practice
I created Cavalot Capital in 2021 after 12 years working in a family firm in California with the aim of providing financial planning services to younger generations that were not being served adequately.

About Damian Palfini
I grew up in Mount Shasta, CA and after graduating from California State University - Chico in late 2008 with a BA in International Relations and minors in Italian and International Business I decided to join the family investment management firm in Redding, CA alongside by father and grandmother. I am a digital nomad and travel around the Western US with my dog Rio. We spend much of our time exploring the outdoors, skiing and fly fishing and I strive to help all my clients find the way of life that makes them truly happy as well.

Ideal Clients
Our primary focus is on clients that receive equity or token compensation from their employer or have a large percentage of their net worth in cryptocurrency and other digital assets.

Qualifications
I am a CERTIFIED FINANCIAL PLANNER™ professional and have over a decade of experience helping clients navigate the intricacies of the financial system. I am also currently a grad student in Blockchain and Digital Currency.

Compensation
We provide all of our services as fee-only, meaning we do not accept commissions or sales incentives of any kind. Financial planning is offered via monthly subscription with an upfront fee and monthly retainer thereafter or as an hourly fee. Investment management services are offered as a percentage of Assets Under Management (AUM).

Industry Start Date
2009