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Cli Fi Consulting
CLIENT FIRST SOLUTIONS FOR WEALTH MANAGMENT FIRMS AND ADVISORS

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Cli Fi Consulting brings decades of premiere wealth management experience to enterprises and advisors who have ambitious growth and transformation agendas.  Clients engage with us for external perspectives on strategy design and driving success on key initiatives. 

About Us

Services

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Business Partners at Work
At Work

Meet the Team

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Jennifer Maruca
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Felix Rivera
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Zohar Swaine

Working With the Best Clients and Partners

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©2022 by Cli Fi Consulting, LLC. 

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