Work With an Award-Winning Company
When you work with CFS/SPF you truly work with an award-winning company.
Below is a sampling of the accolades that we and our affiliated customers, program managers, and representatives have earned through the years.
- May - Chief Information Officer Bob Millington awarded Top Tech Exec in San Diego for medium-sized companies.
- January - MyPortfolioView mobile wins BISA Technolgy Innovation Award, our fourth such award
- December - CFS and SPF Achieve SOC 1 Type II Certification
- August - CFS and SPF Gain SOC 1 Type 1 Certification
- March - Our mobile app, SendMyDocs™, wins a Technology Innovation Award from Bank Insurance & Securities Association (BISA), the third such award we have won
- 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
- February - Biggest Broker-Dealers by Financial Planning magazine: CFS/SPF ranks #30
- 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.
- 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.
- July - 100 Fastest Growing Private Companies by San Diego Business Journal: CFS earns a spot among San Diego's fast-growing private companies.