Cavalot Capital
10266 Truckee Airport Rd
Suite C
Truckee, CA 96161
United States
Phone: 7202954143
Email: damian@cavalotcapital.com
Website: https://www.cavalotcapital.com
Training: Active Registered Life Planner® more info
Specialties
Investment management, business owners, equity compensation, lifestyle independence and tax planning.
About My Practice
I created Cavalot Capital in 2021 after 12 years working in a family firm in California with the aim of providing financial planning services to younger generations that were not being served adequately.
About Damian Palfini
I grew up in Mount Shasta, CA and after graduating from California State University - Chico in late 2008 with a BA in International Relations and minors in Italian and International Business I decided to join the family investment management firm in Redding, CA alongside by father and grandmother. I am a digital nomad and travel around the Western US with my dog Rio. We spend much of our time exploring the outdoors, skiing and mountain biking and I strive to help all my clients find the way of life that makes them truly happy as well.
Ideal Clients
Our primary focus is on clients that currently or aspire to own a business, equity compensation recipients, real estate investors and anyone striving for financial independence and creating passive income. We manage assets for the majority of our clients but this is not a requirement to become a client.
Qualifications
I am a CERTIFIED FINANCIAL PLANNER™ professional and have over a decade of experience helping clients navigate the intricacies of making optimal financial decisions that helps them move closer to their goals and objectives.
Compensation
We provide all of our services as fee-only, meaning we do not accept commissions or sales incentives of any kind. Financial planning is offered via flat fee and monthly retainer fee thereafter or hourly fee. Investment management services are offered as a percentage of Assets Under Management (AUM).
Industry Start Date
2009