Damian has been in the investment management and financial planning industry since 2009 after graduating from California State University - Chico with a major in International Relations and minors in International Business and Italian. He launched Cavalot Capital in 2020 in order to serve younger generations and help them create lasting wealth.
Cavalot Capital focuses on helping people with the complexities around owning a business, equity comp, tax planning, crypto and investing in traditional, crypto and real estate assets in order to pursue lifestyle and financial independence. The end goal is not necessarily a number in a bank account but making sure we are allocating resources towards the life we want in the most efficient way and making optimal decisions around money.
Damian spent the last several years as a digital nomad with his pup, Rio, travelling around the Western US but now primarily splits his time between Tahoe and Mt. Shasta in Northern California. In the winter you'll find him skiing (primarily racing) while summers are typically spent mountain biking and trail running.
Damian is a CERTIFIED FINANCIAL PLANNER™ professional, Registered Life Planner®, Certified Digital Asset Advisor (CDAA™), and holds the DACFP Certificate in Blockchain and Digital Assets ℠.
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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