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

Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the States of California, Louisiana, Nevada, Oregon and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

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