Info

Two Rules | Rule #1 Do Not Lose Your Principal | Rule #2 See Rule #1

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Mike (original)

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Ike Devji montage

Sand-traps

Charles Tune Esplanade

Red-Mountain

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John Herman

Mountain-view

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Roger Stolp

Golf 6

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Ike headshot

Russell Stolp

Desert golf

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J. Michael Stolp

J. Michael Stolp is Managing Member of CFO Solutions LLC, founded by Michael in 1991. CFO is a registered investment advisory and boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Scottsdale. CFO specializes in the unique planning needs of doctors, other professionals, and small business owners, and the economic issues facing them.

Keep Your Money Safe for Retirement! You’ve worked hard. You’ve earned your savings. Don’t lose it all now on risky investments. We can help you keep your money safe and create the retirement you want, when you want it. We charge no commissions, and no client of ours has ever lost a dime who followed our risk averse philosophy. Contact one of our CFO Financial Advisors today and find out how.

At CFO Solutions, we hear the following comments all the time, “I wish I would have started this process earlier in my life”, and “I wish I would have heard about you sooner”. It’s never too late, but when it comes to preparing for the future, the sooner you start the better. An earlier start will allow your investments more time to earn and mature.

Healthy retirement planning depends on asset allocation rather than on the performance of one single investment. For this reason, we recommend that you spread your investment capital around. However, don’t just spread your savings for the sake of diversification. Be sure your investments are safe and thoroughly discussed with a professional.

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Charles Tune CPA

Charles Tune CPA CWS is CFO’s Senior Financial Advisor based in El Paso, Texas. He serves clients in Texas, New Mexico and Oklahoma. He has completed various securities exams and holds licenses including Series 65 and life insurance licenses in various states. He has also earned the designation Certified Wealth Specialist “CWS”. He attended the University of Texas at El Paso and earned the BBA (Bachelors of Business Administration) degree in 1970. He has served as a CFO Senior Financial Advisor since 2009.

Roger L. Stolp, Senior Financial Advisor

Roger L. Stolp has served as CFO Senior Financial Advisor since 1991, and is presently based in Phoenix, Arizona. He has more than 40 years financial and operations management and supervisory duties in both the financial services industry and the independent retirement community industry. He has previously served as CFO’s Chief Compliance Officer, in addition to being an administrative specialist.

John Herman CFP

John C. Herman CFP® is the Investment Manager for CFO Solutions LLC, a boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Boulder, Colorado. CFO is an independent, boutique financial planning and registered investment advisory firm which specializes in the unique planning needs of doctors, other professionals and small business owners, and the economic issues facing them.

American workers and motorists got some badly-needed relief this week when the price of oil plunged to its lowest level in years. The oil price has fallen by about 20 to 25 percent since its peak back in June of $105 a barrel. This is translating to lower prices at the pump with many states now below $3 a gallon.

Already the lower oil and gas prices are the equivalent of a $70 to 200 billion cost saving to American consumers and businesses. That’s $70 to 200 billion a year we don’t have to send to Saudi Arabia, Kuwait and other foreign nations. Now that’s an economic stimulus par excellence.

There are many global reasons why gas prices are falling, but the major one isn’t being widely reported. America has become in the last several years an energy-producing powerhouse. And sorry, Mr. President, I’m not talking about the niche “green energy” sources you are so weirdly fixated with.

via The True Reason Gas Prices are Falling (Hint: It’s Not Because of Green Energy).

John Herman CFP

John C. Herman CFP® is the Investment Manager for CFO Solutions LLC, a boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Boulder, Colorado. CFO is an independent, boutique financial planning and registered investment advisory firm which specializes in the unique planning needs of doctors, other professionals and small business owners, and the economic issues facing them.

J. Michael Stolp

J. Michael Stolp is Managing Member of CFO Solutions LLC, founded by Michael in 1991. CFO is a registered investment advisory and boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Scottsdale. CFO specializes in the unique planning needs of doctors, other professionals, and small business owners, and the economic issues facing them.

Charles Tune CPA

Charles Tune CPA CWS is CFO’s Senior Financial Advisor based in El Paso, Texas. He serves clients in Texas, New Mexico and Oklahoma. He has completed various securities exams and holds licenses including Series 65 and life insurance licenses in various states. He has also earned the designation Certified Wealth Specialist “CWS”. He attended the University of Texas at El Paso and earned the BBA (Bachelors of Business Administration) degree in 1970. He has served as a CFO Senior Financial Advisor since 2009.

John Herman CFP

John C. Herman CFP® is the Investment Manager for CFO Solutions LLC, a boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Boulder, Colorado. CFO is an independent, boutique financial planning and registered investment advisory firm which specializes in the unique planning needs of doctors, other professionals and small business owners, and the economic issues facing them.

Charles Tune CPA

Charles Tune CPA CWS is CFO’s Senior Financial Advisor based in El Paso, Texas. He serves clients in Texas, New Mexico and Oklahoma. He has completed various securities exams and holds licenses including Series 65 and life insurance licenses in various states. He has also earned the designation Certified Wealth Specialist “CWS”. He attended the University of Texas at El Paso and earned the BBA (Bachelors of Business Administration) degree in 1970. He has served as a CFO Senior Financial Advisor since 2009.

Charles Tune CPA

Charles Tune CPA CWS is CFO’s Senior Financial Advisor based in El Paso, Texas. He serves clients in Texas, New Mexico and Oklahoma. He has completed various securities exams and holds licenses including Series 65 and life insurance licenses in various states. He has also earned the designation Certified Wealth Specialist “CWS”. He attended the University of Texas at El Paso and earned the BBA (Bachelors of Business Administration) degree in 1970. He has served as a CFO Senior Financial Advisor since 2009.

John Herman CFP

John C. Herman CFP® is the Investment Manager for CFO Solutions LLC, a boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Boulder, Colorado. CFO is an independent, boutique financial planning and registered investment advisory firm which specializes in the unique planning needs of doctors, other professionals and small business owners, and the economic issues facing them.

Roger L. Stolp, Senior Financial Advisor

Roger L. Stolp has served as CFO Senior Financial Advisor since 1991, and is presently based in Phoenix, Arizona. He has more than 40 years financial and operations management and supervisory duties in both the financial services industry and the independent retirement community industry. He has previously served as CFO’s Chief Compliance Officer, in addition to being an administrative specialist.

John Herman CFP

John C. Herman CFP® is the Investment Manager for CFO Solutions LLC, a boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Boulder, Colorado. CFO is an independent, boutique financial planning and registered investment advisory firm which specializes in the unique planning needs of doctors, other professionals and small business owners, and the economic issues facing them.

Charles Tune CPA

Charles Tune CPA CWS is CFO’s Senior Financial Advisor based in El Paso, Texas. He serves clients in Texas, New Mexico and Oklahoma. He has completed various securities exams and holds licenses including Series 65 and life insurance licenses in various states. He has also earned the designation Certified Wealth Specialist “CWS”. He attended the University of Texas at El Paso and earned the BBA (Bachelors of Business Administration) degree in 1970. He has served as a CFO Senior Financial Advisor since 2009.

J. Michael Stolp

J. Michael Stolp is Managing Member of CFO Solutions LLC, founded by Michael in 1991. CFO is a registered investment advisory and boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Scottsdale. CFO specializes in the unique planning needs of doctors, other professionals, and small business owners, and the economic issues facing them.