partner | certified financial planner™ at cfo4life specializing in investment management | insurance@ CFO4Life
Coppell, Texas, United States
Rusty Boaz, CPA, CFP®
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Texas Tech University - Rawls College of Business
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FlashIntel GPTRusty Boaz is a Partner at CFO4Life, specializing in financial planning and tax strategies. With over 38 years of experience, Rusty has a strong background as a CPA and CERTIFIED FINANCIAL PLANNER. He has also worked as an Executive Level Financial Positions Manager, allowing him to provide valuable insights when evaluating investment opportunities. CFO4Life offers wealth management and financial planning services, offering personalized financial guidance to individuals and businesses. Rusty is dedicated to a focus on financial security and understands the importance and value of time.
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About
As a Partner at CFO4Life, I have a passion for assisting individuals and businesses with financial planning and tax strategies. My background as a CPA and CERTIFIED FINANCIAL PLANNER™ coupled with previous executive level financial positions allows me valuable insight when evaluating investment opportunities. CFO4Life offers individuals and businesses wealth management and financial planning services. Our dedicated team of seven Certified Public Accountants and CFP® practitioners have over 100 years of collective professional experience providing personalized financial guidance. Our team is always motivated by a focus on you and your financial security. We understand the importance and value of time. Investment advisory services offered through CFO4Life Group, LLC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Road, Davenport, IA 52807 (563)326-2064. Member: FINRA/SIPC. CFO4Life Group, LLC. And Ausdal Financial Partners are independently owned and operated, www.ausdal.com. CFO4Life Group, LLC. Is an SEC registered investment adviser.
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Partner | Certified Financial Plannerâ Specializing In Investment Management | Insurance
partner | certified financial planner™ at cfo4life specializing in investment management | insurance
Financial Services
Rusty Boaz, CPA, CFP®'s Professional Milestones
- partner | certified financial planner™ at cfo4life specializing in investment management | insurance (2013-01-01~): Successfully obtained financial consulting certification, a reputable provider of financial planning expertise.
- Vice President Tax (1997-07-01~2003-12-01): Implementing efficient tax strategies to minimize impact and exceed tax liabilities.
Education
Accounting And Tax
1980-1985Skill
Strategic Financial Planning
Valuation
Financial Reporting
Finance
Mergers
Financial Planners
Investments
Mergers And Acquisitions
Small Business
Tax
Cpa
Financial Analysis
Portfolio Management
Accounting
Strategic Planning
Managerial Finance
Auditing
Life Insurance
Term Life Insurance
Permanent Life Insurance
Disability Insurance
Long Term Care
529 Plans
Certification
Colleagues
Levi McMellian, CPA, AIF®
ceo | founding partner | managing director at cfo4life specializing in investment management
Chase Mcmellian, CPA
financial advisor & director of retirement plans
Bryce Chastain, CPA, CFP®
financial advisor & director of tax at cfo4life specializing tax consulting | financial planning | financial & tax advisory services
Brian Chastain, CFP®, MBA
cio | cco | founding partner at cfo4life specializing in investments | strategic planning | wealth management
Kristina Miller, FPQP®
financial advisor and operations director at cfo4life
Other Named Rusty Boaz, CPA, CFP®
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Rusty Boaz, CPA, CFP® works for CFO4Life
Rusty Boaz, CPA, CFP®'s role in CFO4Life is partner | certified financial planner™ at cfo4life specializing in investment management | insurance
Rusty Boaz, CPA, CFP® works in the industry of Financial Services
Rusty Boaz, CPA, CFP®'s colleagues are Levi McMellian, CPA, AIF®,Chase Mcmellian, CPA,Bryce Chastain, CPA, CFP®
Rusty Boaz, CPA, CFP®'s latest job experience is partner | certified financial planner™ at cfo4life specializing in investment management | insurance at CFO4Life
Rusty Boaz, CPA, CFP®'s latest education in Texas Tech University - Rawls College of Business
