Circle Financial Group

Short Description:

CFG is a membership organization established in 2003 by a select group of women with extensive experience in the financial, investment and wealth management industries. The founders recognized the need for a collaborative wealth management platform through which they could better organize their personal financial lives. Now a larger community of women, working in a trusted group environment, members share knowledge and access to the best financial thought leaders, investment managers and other wealth management providers.

Long Description:

CFG is a membership organization established in 2003 by a select group of women with extensive experience in the financial, investment and wealth management industries. The founders recognized the need for a collaborative wealth management platform through which they could better organize their personal financial lives. Now a larger community of women, working in a trusted group environment, members share knowledge and access to the best financial thought leaders, investment managers and other wealth management providers.

Fundings