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Carfo Financial Group

Carfo Financial Group
Leadership team

Vaishali Wadhe (Additional Non-Executive Independent Women Director)

Sanjay Bhide (Additional Non-Executive Independent Director)

Ashok Padmane (Non-Executive Independent Director)

Products/ Services
Automotive, Financial Services
Number of Employees
50 - 100
Headquarters
Edmonton, Alberta, Canada
Established
1997
Company Registration
SEC CIK number: 0001457543
Traded as
TSX:CFN
URL
carfinco.com
Overview
Location

Summary
History
Mission
Vision
Key Team
Recognition and Award
References
Summary
Carfo Financial Group is an independent wealth management firm that offers an integrated suite of services to deliver custom solutions for affluent individuals, families, business owners, not-for-profit organizations, and institutional goals.
History

Carfo Financial Group was founded in 1975 by John Carfo. We opened our first office in 1999 and expanded its services to provide a more comprehensive approach to managing our client’s financial goals. Industrial acquisitions, commercial and retail investments were made to increase our service area and expand our client base.

Mission
Our mission is to be the top choice for comprehensive financial planning and wealth management services in the greater Los Angeles area. Our goal is to provide our clients with the tools and resources they need to achieve financial security.
Vision
Our vision is to use our expertise to help our clients reach their financial goals while creating a sustainable future. We strive to be a leader in the field of financial planning and wealth management, delivering quality service, through innovative solutions.
Key Team

Ritesh Harshad Patel (MD, CEO & Whole Time Director)

Akash Harshadbhai Patel (CFO & Executive Director)

Recognition and Awards
Carfo Financial Group has been awarded several industry accolades including the Los Angeles Business Journal's Best of LA Award for Financial Services and The Global Private Banking Award for Best Private Bank in Southern California.
References

https://in.investing.com/equities/corporate-courier-and-cargo-bo

https://www.crunchbase.com/organization/management-financial-group

https://companiesmarketcap.com/

carfinco.com

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Carfo Financial Group
Leadership team

Vaishali Wadhe (Additional Non-Executive Independent Women Director)

Sanjay Bhide (Additional Non-Executive Independent Director)

Ashok Padmane (Non-Executive Independent Director)

Products/ Services
Automotive, Financial Services
Number of Employees
50 - 100
Headquarters
Edmonton, Alberta, Canada
Established
1997
Company Registration
SEC CIK number: 0001457543
Traded as
TSX:CFN
URL
carfinco.com