CTOs on the Move

AFA Financial Group

www.plancpa.com

 
AFA Financial Group, LLC is a Calabasas, CA-based company in the Financial Services sector.
  • Number of Employees: 100-250
  • Annual Revenue: $50-100 Million
  • www.plancpa.com
  • 26637 Agoura Rd
    Calabasas, CA USA 91302
  • Phone: 818.708.0111

Executives

Name Title Contact Details

Similar Companies

SIMA Financial Group

SIMA supports employers in streamlining business operations by integrating tax & accounting, employee benefits, payroll & workforce management, retirement plans and wealth management.

MWRD Employees Credit Union

MWRD Employees Credit Union is a Chicago, IL-based company in the Financial Services sector.

Emergent Capital

Emergent Capital, Inc. (NYSE:EMG) is a specialty finance company that invests in esoteric asset classes, primarily life settlements. The company purchases individual policies and portfolios of life insurance policies. It manages those assets based on comprehensive actuarial and market data. Led by a management and investment team that is nimble, market-tested and committed to making sound investment decisions, Emergent Capital provides market leadership to the life settlement industry and a timely investment alternative to investors. We are a global investor in life settlements — an alternative asset class that can provide high uncorrelated returns. As one of the largest global investors in life settlements, the company seeks out accretive opportunities to grow its existing portfolio of life settlements by deploying capital in both the secondary and tertiary life settlement markets. We have access to an extensive network of life settlement brokers and third-party providers from which the company is able to build diversified life insurance portfolios. An Emergent Capital subsidiary is also able to act as a licensed life settlement provider in more than 30 states where it is able to pursue multiple opportunities within the life settlement space. By leveraging its extensive network and years of industry experience, Emergent Capital aims to generate a consistent flow of investment opportunities covering all aspects of the life settlements market place. These range from lending to outright purchases of portfolios, to tertiary trades, as well as individual secondary market purchases.

Charles Schwab

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments.

Give Kids the World Trust

Give Kids the World Trust is a Kissimmee, FL-based company in the Financial Services sector.