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    • Home
    • About
      • Damian Palfini, CFP®
      • Ted Palfini
      • Dorothy Palfini
      • FAQ
      • Investment Philosophy
    • What We Do
      • Investment Management
      • Holistic Planning
      • Tax Planning
    • Blog
    • Contact Us
    • Client Portal

  • Home
  • About
    • Damian Palfini, CFP®
    • Ted Palfini
    • Dorothy Palfini
    • FAQ
    • Investment Philosophy
  • What We Do
    • Investment Management
    • Holistic Planning
    • Tax Planning
  • Blog
  • Contact Us
  • Client Portal

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.


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, 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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