At CFO Financial Solutions Inc., we offer a holistic approach to helping individuals and small businesses meet their financial goals. We believe in the value of relationships and are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the service received comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. We are proud to have recently celebrated our 15th year in business.
The principal of the company is Jim Dimitropoulos, CPA, CMA, CFP who has over 25 years experience as a professional accountant and over 10 years experience as a Certified Financial Planner. This combination of accounting and financial planning along with a network of investment advisors, lawyers, insurance brokers and other professional accountants allows the company to offer complete financial solutions to our clients. Prior to establishing the company, Jim held the role of CFO for a major division of a large insurance company. This senior level experience provides the foundation of having a strategic view in helping our clients achieve their financial goals.