Work With an Award-Winning Company

CFS develops and supports successful financial investment programs every day. By following our key values of integrity, service, flexibility, innovation, efficiency and spirit, we have defined the standard for "high tech and high touch" service. When you work with CFS you truly work with an award-winning company. Below are examples of the many accolades that CFS and our affiliated customers, program managers, and representatives have earned through the years.

2016

  • March - Our mobile app, SendMyDocs™, wins a Technology Innovation Award from Bank Insurance & Securities Association (BISA), the third such award we have won

2015

  • April - BISA Awards CFS a Technology Innovation Award for our online profiling tool, BuildMyProfile™
  • May - San Diego's Healthiest Companies Awards: CFS ranks #3 Top Healthiest Mid-size Company in San Diego

2014

  • March - Our Mobile Scanning App for advisors won the BISA Tech Innovation Award.
  • March - CFS Executive Vice President Kevin Mummau was inducted into the BISA Circle of Excellence.
  • May - With more than 75 finalists, CFS ranked within the Top 5 Healthiest Mid-size Companies in San Diego.
  • May - Top 20 Program Managers by Bank Investment Consultant: Four CFS-affiliated program managers were included in the list.

2013

  • May - San Diego's Healthiest Companies Awards by San Diego Business Journal: CFS earned #2 spot on the list of San Diego's Healthiest Companies.
  • July - Top 10 Third Party Marketers by Bank Investment Consultant: CFS/SPF ranked #5 out of 10 companies.
  • December - Top 50 Bank Reps by Bank Investment Consultant: One CFS-affiliated investment rep made the list.

2012

  • July - 100 Fastest Growing Private Companies by San Diego Business Journal: CFS earns a spot among San Diego's fast-growing private companies.

2011

  • May - Top 20 Program Managers by Bank Investment Consultant: Three CFS-affiliated program managers made the list, one in the top five and two as honorable mentions.
  • June - Securities Dealers by San Diego Business Journal: CFS ranked #4 of 17 companies in the Book of Lists for San Diego County.
  • October - Largest Private Companies by San Diego Business Journal: CFS ranked #27 of 50 companies in the Book of Lists for San Diego County.
  • December - Top 50 Bank Reps by Bank Investment Consultant: One CFS-affiliated investment rep made the list.
  • December - CFS named one of San Diego's Healthiest Companies by the San Diego Business Journal.

2010

  • March - Investment Program of the Year by the Bank Insurance & Securities Association (BISA): our investment program at Kern Schools Federal Credit Union earned this prestigious award.
  • May - Top 20 Program Managers by Bank Investment Consultant: One CFS-affiliated program manager made the list.
  • December - Top 50 Bank Reps by Bank Investment Consultant: Two CFS-affiliated investment reps made the list.
  • December - Securities Dealers by San Diego Business Journal: CFS ranked #5 of 17 companies in the Book of Lists.
  • December - Largest Private Companies by San Diego Business Journal: CFS ranked #29 of 50 companies in the Book of Lists.

2009

  • March - Top 500 Privately-held Businesses in the United States by DiversityBusiness.com
  • March - Top 100 Privately-held Businesses in California by DiversityBusiness.com
  • May - Collaboration and Innovation Award by NACUSO: CFS won Honorable Mention as the first runner up.
  • June - Best Companies to Work for in San Diego County by the San Diego Business Journal
  • December - Top 50 Bank Reps by Bank Investment Consultant: One CFS-affiliated investment rep made the list.
  • December - Largest Private Companies by San Diego Business Journal: CFS ranked #23 of 50 companies in the Book of Lists.
  • December - Investment Brokerage Firms by San Diego Business Journal: CFS ranked #4 of 20 companies in the Book of Lists

2008

  • March - Investment Program of the Year by the Bank Insurance & Securities Association (BISA): Our investment program at Pennsylvania State Employees Credit Union won.
  • June - Ernst & Young Entrepreneur of the Year: CFS President and CEO Valorie Seyfert won the award in the business services category in the greater San Diego metropolitan region.
  • June - HR Professional of the Year by the San Diego Business Journal: CFS Vice President of Human Resources Janine Holmes won.
  • June - Top 20 Program Managers by Bank Investment Consultant: During the inaugural year of this list, a CFS program manager was awarded the #1 top program manager spot.
  • December - Top 50 Bank Reps by Bank Investment Consultant: Two CFS-affiliated investment reps made the list.
  • December - Largest Private Companies by San Diego Business Journal: CFS ranked #20 of 50 companies in the Book of Lists.
  • December - Investment Brokerage Firms by San Diego Business Journal: CFS ranked #5 of 20 companies in the Book of Lists.