CSD Financial is an independent, registered investment advisory firm with one goal in mind:  Advising you on the best financial strategies, products and services so that you can be secure in the knowledge that you are making the right decisions for your finances and your future.

CSD Financial uses a flat fee charging model that gives you full transparency and the utmost confidence that our firm has only your best interest in mind and is partnering with you as an objective confidante and advisor as opposed to adapting a percentage based fee that can lead to ulterior motives. 

CSD Financial will never be satisfied with the status quo.  A decade of industry knowledge won’t stop us from learning, growing, and researching.  Because when it comes to your money, every dollar matters.

CSD Financial

Org chart

Teams

Offices