10266 Truckee Airport Rd
Truckee, CA 96161
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
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.
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.
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.
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).
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