For nearly half a century, CFM has proudly served our neighbors in Northern California by providing expert financial management services.
We are a family owned and operated business with deep roots in our community. We are proud of our legacy of success but we don’t take it for granted. Rather, we work hard every day to continue to earn the trust you put in us. Because we know that while our specialty may be numbers…our business is people.
Our business was founded on the simple principles of providing the finest financial management with a personal touch of kindness and courtesy. We’re glad you’re here. Feel free to reach out with any questions at any stage of the process. We look forward to putting our expertise to work for you.