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. Prior to that 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 crypto and tech professionals maximize their assets so they can pursue lifestyle and financial independence. His interest in crypto began in earnest during "DeFi summer" when he saw how revolutionary blockchain technology, smart contracts and decentralized finance would be in the lives of an entire generation. He has spent much of his time ever since learning the ins and outs of helping people bridge this new world with traditional financial planning and investing.

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 in Masters while summers are typically filled with camping and fly fishing.

Damian is a CERTIFIED FINANCIAL PLANNER™ professional, Registered Life Planner®, Certified Digital Asset Advisor (CDAA™) and holds DACFP Certificate in Blockchain and Digital Assets ℠  in addition to being a grad student in Blockchain and Digital Currency.