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    • 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®, RLP®

Damian Palfini, lead Wealth Planner at Cavalot in a grey jacket and floral shirt

Wealth Planner & Founder

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.

Rio the dog sitting on a couch waiting to be petted

This is Rio

Because dogs.

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.

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