• Home
  • About
    • Damian Palfini, CFP®
    • Ted Palfini
    • Dorothy Palfini
    • FAQ
    • Investment Philosophy
  • What We Do
    • Investment Management
    • Financial Planning
    • Crypto
  • Blog
  • Contact Us
  • Client Portals
    • Investment Login
    • Planning Login
  • More
    • Home
    • About
      • Damian Palfini, CFP®
      • Ted Palfini
      • Dorothy Palfini
      • FAQ
      • Investment Philosophy
    • What We Do
      • Investment Management
      • Financial Planning
      • Crypto
    • Blog
    • Contact Us
    • Client Portals
      • Investment Login
      • Planning Login

  • Home
  • About
    • Damian Palfini, CFP®
    • Ted Palfini
    • Dorothy Palfini
    • FAQ
    • Investment Philosophy
  • What We Do
    • Investment Management
    • Financial Planning
    • Crypto
  • Blog
  • Contact Us
  • Client Portals
    • Investment Login
    • Planning Login
Damian Palfini, CFP® is the lead Wealth Planner at Cavalot Capital

True wealth is the by-product of maximizing your resources - money, time and energy - to create your ideal life: Lifestyle Independence.


As a virtual, fee-only firm we can help at whatever stage you're in. We specialize in crypto, entrepreneurs, retirees and anyone striving for Lifestyle & Financial Independence.

The CFP® designation logo courtesy of the CFP Board
The Registered Life Planner® logo, courtesy of the Kinder Institute
Certified Digital Asset Advisor logo for financial advisors to understand crypto
Certificate in Blockchain and Digital Assets from FPDAC logo

What We Do

Financial Planning

Crypto Planning & Investing

Crypto Planning & Investing

Main road signifying your objective with lots of side roads and exits

Some of the areas we help clients make optimal decisions include:

  • Financial Independence
  • Advanced Tax Planning
  • Investment Planning
  • Cryptoasset Planning
  • Cash Flow Management
  • Equity Compensation Planning

Learn More

Crypto Planning & Investing

Crypto Planning & Investing

Crypto Planning & Investing

Computer motherboard signifying how crypto creates a digital network

Whether you're a crypto native or just starting out, we help with:

  • Crypto Tax Planning
  • Crypto Estate Planning
  • Self-custody Processes
  • Crypto Portfolio Analysis & Construction
  • Crypto Investment Management Services

Learn More

Investment Management

Crypto Planning & Investing

Investment Management

Chart showing stock market fluctuations and volatility

For those that prefer to outsource investing, we can:

  • Customize portfolios for your goals & objectives
  • Assess investments
  • Optimize risk management strategies
  • Monitor & Rebalance Regularly

Learn More

Who We Serve

Crypto Investors

Crypto Investors

Crypto Investors

Made a lot of money in crypto and want to incorporate it into your plan? Lost a lot of money in crypto and need help with taxes?

Entrepreneurs

Crypto Investors

Crypto Investors

Running a business is hard, it helps to have someone watching your back. Unique challenges include Retirement Plans, Benefits & Tax Planning

"Retirees"

Crypto Investors

"Retirees"

Whether you are seeking Financial Independence at age 25, traditional retirement at 65 or anything in between.

We offer a free Initial Consultation to determine if we can help solve your particular challenges. If not, we can refer you to someone that can. For details see the Contact Us page.

Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the states of California, Louisiana, Oregon and in other jurisdictions where exempted. Registration of an investment advisor does not imply any level of skill or training.

  • ADV
  • Privacy Policy
  • Disclaimer

© 2023 Cavalot Capital - All Rights Reserved