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, equity compensation 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 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.