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Cli Fi Consulting, LLC

CLIENT FIRST SOLUTIONS

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

City Scape

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Business Partners at Work

At Work

Enterprise

Strategic Planning

Client Experience

M & A Diligence

Technology

Digital Transformation

Fintech Strategy

Partnerships & Integrations

Product

Product Innovation

Market Segmentation

Pricing Strategy

Financial Advisors

Building Scale

Optimizing Technology

Marketing and Branding

Meet the Team

Jennifer Maruca

Felix Rivera

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Zohar Swaine

Working With the Best Clients and Partners

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