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    • Home
    • About
      • Damian Palfini, CFP®
      • Ted Palfini
      • Dorothy Palfini
      • FAQ
      • Investment Philosophy
    • What We Do
      • Investment Management
      • Holistic Planning
      • Tax Planning
    • Blog
    • Contact Us
    • Client Portal

  • Home
  • About
    • Damian Palfini, CFP®
    • Ted Palfini
    • Dorothy Palfini
    • FAQ
    • Investment Philosophy
  • What We Do
    • Investment Management
    • Holistic Planning
    • Tax Planning
  • Blog
  • Contact Us
  • Client Portal

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For general inquiries email ciao@cavalotcapital.com

CA Office Locations

LAKE TAHOE: (720) 238-0153 Damian: damian@cavalotcapital.com REDDING (530) 243-8840 Ted: ted@cavalotcapital.com Dorothy: dorothy@cavalotcapital.com

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Prospective clients please schedule via the homepage or send any relevant details about your situation and needs via the message on this 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 does not imply a certain level of skill or training.  

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, cryptocurrency, protocol, token or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.  

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