C&A Financial Group

About C&A Financial Group

C&A Financial Group provides comprehensive strategic planning and guidance, helping our clients to make informed, sound decisions to achieve the highest level of prosperity with their business and personal assets. Our philosophy is based upon cash flow. Identifying wealth accumulation, protection, distribution, and preservation strategies for families and privately held business owners. We not only implement a customized comprehensive plan that is tailored to our clients’ financial success, we also continuously monitor their success on an ongoing basis to ensure their assets are protected and they are successfully working toward a secure future. Our approach looks at the many facets of our clients' financial picture and integrates those elements into a cohesive plan to help them, "Save more without living less."


Financial Advisor Intern

May 2018 - August 2018 Wall Township, NJ
“I loved the freedom and the scheduling aspect of the job as well as helping others achieve their financial goals. I also loved how much I learned about The different type of investment and savings tools there are. ”
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