Carbahal Olsen Financial Services (COFS) is an investment adviser registered with the Securities and Exchange Commission and located in Davis, California. Information on this website is directed toward United States (U.S.) residents only. COFS and its representatives may only transact business in those states in which they are registered or qualify for an exemption or exclusion from registration requirements. This website is for informational purposes only and does not constitute a complete description of our investment services. Additional information about COFS is available on the Securities and Exchange Commission’s website at https://adviserinfo.sec.gov/ or you may contact us to request a free copy of our firm’s ADV disclosure document.
Investment Advice and Risk
Information on this website does not involve the rendering of personalized investment advice nor is it an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Information is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any advice or plan, a signed engagement agreement should be executed, and a Form ADV disclosure brochure delivered.
Links to Other Sites or Services
Links to other web sites are provided as general information sources for use of visitors to our site. COFS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this web site or incorporated herein. The links provided are maintained by their respective organizations and they are solely responsible for their content. Trademarks are the property of their respective owners.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to COFS' web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from COFS, or from any other investment, tax, or financial professional.
COFS often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Privacy and security are very important to us. COFS makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send COFS private information over email. If sensitive data is to be delivered to us, we can provide secure means for such delivery.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.