Retirement Plan Professionals

Bridging the gap between the American Dream and the American Reality

Providing better service starts with a genuine desire to help our clients make good financial decisions and retire with dignity. We use an objective, unbiased and research driven approach to always do what is in the best interest of our clients. We provide personized courteous service to all our clients.

Why Us?

PRUDENT PROCESS

Chairvolotti Financial employs a prudent process to investment selection and monitoring. We reinforce continual movement while evaluating ...

CUTTING EDGE TECHNOLOGY

By using better technology and resources we are able to provide our clients the most complete and cost efficient solutions to their retirement needs.

COMMITMENT TO SERVICE

Providing better service starts with a genuine desire to help our clients make good financial decisions and retire with dignity.

Our unending desire to affect positive outcomes for people’s financial lives pre and post retirement is what drives the Advisors and staff of Chairvolotti Financial to provide a world class experience for our clients. Creating better designed plans, fostering positive participant outcomes and educating everyone on the things that keep them up at night fuels our fire.
As a full-service firm, we specialize in managing retirement accounts, both individual and corporate, but also offer a wide range of services including holistic financial planning, college planning, induvial wealth management and insurance offerings.

Why Work with a CEFEX Advisor?

Recognized

Financial Times Top 401 Retirement Plan Advisers: Awarded to financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

Planadviser's Top 100 Retirement Plan Advisers: Selected based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.

Meet our Staff

Edward Chairvolotti

President and CEO, MBA, CEFEX

Sue Chairvolotti

Director of Communications

Mandy Biechele

Director of Operations

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

Contact Us

Call us at 321-280-8400 or fill out the form below to receive a free and confidential initial consultation.