- Certified Financial Planner (CFP)
Why choose this provider?
CAVU Wealth Advisors is a life-centered financial planning firm that aims to help clients achieve their goals of financial security and independence. Serving Antioch, its financial advisors offer a custom-tailored approach in developing plans and strategies that fit clients' needs and objectives. This includes planning for college funding, major purchases, charitable giving, and retirement. The firm also provides assistance with investment management, cash flow analysis, and tax optimization. Founding principal David Sylvester holds the designations of Chartered Financial Analyst and Certified Financial Planner.