Client First Finance LLC (CFF) is a state-registered investment advisor.  CFF may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Registration is mandatory for all persons meeting the definition of investment advisor and does not imply a certain level of skill or training.

This website is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where CFF and its Representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.  

Nothing on this website should be construed as personalized investment or financial planning advice, which can only be provided in one-on-one communications.

Here is our written disclosure statement regarding our advisory services and fees. The form is also available upon request.