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 navigate the complexities of investing, owning a business, "retirement" and crypto 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's Lifestyle Independence manifests itself as being a digital nomad, traveling to various different places with his pup, Rio. It allows him to pursue his interests of skiing and ski racing in the winters and mountain biking and fly fishing in the "non-ski seasons" around the western US.

Current Location: Lake Tahoe, CA

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.