Your Path to MoreFreedomJoyMeaningTime

Meet Jeff and Jon Vogel

Jeff Vogel, president and founder of CFG, found his calling to become a financial advisor in 1986. He was 29 and working in advertising. It was a good job, but Jeff never truly felt attached to his work, feeling it lacked purpose. Some of Jeff’s clients at the advertising agency were financial advisors, and Jeff became deeply invested in understanding their approach to helping others. Once one of those advisors asked Jeff to join his practice, Jeff never looked back.


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