Damian Palfini, CFP®, RLP® Cavalot Capital
- Virtual, Denver, CO 80205
- (720) 238-0153
- https://www.cavalotcapital.com/
About Damian Palfini, CFP®, RLP®
Damian started out in the investment business in the depths of the Great Financial Crisis of 2008/09 and spent the next decade + honing his portfolio management and investment analysis skills before creating Cavalot. Previously, Damian graduated from California State University-Chico with a Bachelor of Arts in International Relations and minors in International Business and Italian.
Nowadays he focuses primarily on helping people with the complexities around owning a business, crypto, tax planning and investing so they can maximize their assets to pursue lifestyle and financial independence. The end goal is not so much a particular destination, but making sure we are allocating resources towards the life we want as efficiently as possible.
Damian spends the majority of the year as a digital nomad, traveling to various different places with his pup, Rio, in tow. In the winter you’ll find him ski racing Masters in the western US while summers are typically filled with mountain biking and fly fishing.
Damian is a CERTIFIED FINANCIAL PLANNER™ professional, Registered Life Planner®, Certified Digital Asset Advisor (CDAA™), holds DACFP Certificate in Blockchain and Digital Assets ℠ and is a current grad student in Blockchain and Digital Currency.
Read Damian’s blog here: https://cavalotcapital.com/transforming-wealth
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Business Owners
- Cryptocurrency
- Entrepreneurs
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $300+/mo
- Flat Fee: $500+/engagement
- Hourly Fee: $300+/hr
- Assets Under Management: 1.25%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
