About CD Financial
CD Financial is a company based in San Juan Capistrano (United States) founded in 2011 by Charles Dzama. It operates as a B2C. CD Financial offers products and services including Retirement Strategy Service, Webinars, and Consultation Services. CD Financial operates in a competitive market with competitors including Fidelity Investments, Investec, Northwestern Mutual, Morgan Stanley and Guggenheim Partners, among others.
- Headquarter San Juan Capistrano, United States
- Founders Charles Dzama
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Cd Financial
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Employee Count
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Products & Services of CD Financial
CD Financial offers a comprehensive portfolio of products and services, including Retirement Strategy Service, Webinars, and Consultation Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Helps develop personalized retirement plans and assess financial needs.
Provides seminars on retirement income strategies and wealth management.
Offers meetings to evaluate and plan individual retirement goals.
Funding Insights of CD Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by CD Financial
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - CD Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Cd Financial Comparisons
Competitors of CD Financial
CD Financial operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Northwestern Mutual, Morgan Stanley and Guggenheim Partners, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Cd Financial
Frequently Asked Questions about CD Financial
When was CD Financial founded?
CD Financial was founded in 2011.
Where is CD Financial located?
CD Financial is headquartered in San Juan Capistrano, United States. It is registered at San Juan Capistrano, California, United States.
What does CD Financial do?
CD Financial is an independent firm that assists individuals in developing customized financial strategies for retirement through consultations and educational resources. They evaluate current financial situations and create plans using investment and insurance products. Based in San Juan Capistrano, California, the company focuses on risk assessment and goal alignment. Clients include federal employees and general individuals seeking secure retirements, with services like webinars and podcasts to enhance financial knowledge.
Who are the top competitors of CD Financial?
CD Financial's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does CD Financial offer?
CD Financial offers Retirement Strategy Service, Webinars, and Consultation Services.