Damian Palfini, CFP®, RLP®
Wealth Planner & Founder
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 narrow his focus to helping fellow active professionals, business owners and retirees maximize their financial resources.
Originally from Mount Shasta, CA he currently resides around Lake Tahoe, exactly where depends on the season. You might see him ski racing with Far West Masters, trail running or fly fishing when he's not in the office.
Damian is a CERTIFIED FINANCIAL PLANNER™ professional, Registered Life Planner®, Certified Digital Asset Advisor (CDAA™), and CTEC Registered Tax Preparer (CRTP).
Ted Palfini
Wealth Advisor
Ted manages the Redding office and has over 30 years of investment management experience in Northern California working primarily in Siskiyou and Shasta Counties. After attending BYU, he graduated from UC Berkeley in 1974 before returning back to his hometown of Mount Shasta. Ted is active in the Rotary Club of Mt. Shasta which he joined in 1988 and served as President and as Club Secretary for 16 years. He is an avid cyclist and you will surely see him around downtown or the river trail around Redding. Ted currently holds the Series 7, 66 and 24 registrations and is a CTEC Registered Tax Preparer (CRTP).
Some random facts:
- In 2017 he completed is 3rd Double Century (200 mile) bike ride
- Key to his heart: A good cinnamon roll (or any baked goods really)
- His favorite vacation spot is the Cinque Terre, in Italy
- Has dual Italian-American citizenship
- Go-to movie: Groundhog Day
Rio
Official office greeter, financial planning guru, professional napper. Still working on his computer skills though