CD Financial was founded by Charles Dzama in an effort to educate and empower individuals with the knowledge to make informed and well planned financial decisions. We are all faced with financial decisions. There are countless advantages to making such decisions as a part of a holistic plan that is goal driven. Fully understanding your goals and implementing a strategic plan, we at CD Financial endeavor to help alleviate the stress that comes from external factors like market risk.
We strive to make your investments during your working years and distribution during your retirement, as peaceful, inclusive, and worry free as possible.
CD Financial will consider your entire financial landscape to form a reliable plan. Each plan is periodically reviewed and updated, taking into account any external risks that may occur.