Expert Financial Guidance
We Are Here To Help You
At CF Financial, your success is our success. Our clients benefit from our 30-plus years of combined experience as well as our partnership with Calvetti Ferguson. At CF Financial, we tailor our recommendations to each client’s values and vision.
Meet Our Team
Jason Smith
Partner
jsmith@cffinancialgroup.com
(817) 435-8711 | LinkedIn
Jason started his first business at the age of eight, selling greeting cards door-to-door. The satisfaction of reaching his goals ignited his entrepreneurial spirit and led to successful endeavors in industries from manufacturing to sports marketing. He earned his Bachelor of Business Administration from Texas Christian University, where he played baseball, and ultimately launched his career journey in financial services.
As a partner at CF Financial, he serves as a key advisor to entrepreneurial families. His passion is helping people translate their business success into meaningful impacts on their families, communities, and personal achievements.
Kyle Watkins, CFP
Partner
kwatkins@cffinancialgroup.com
(817) 435-8712 | LinkedIn
As one of five children, Kyle was instilled with a competitive spirit early in life. It didn’t matter whether it was academics or athletics. He was driven to excel and compete in all facets of life. This led him to the United States Air Force Academy and eventually the University of Oklahoma, where he played Rugby.
Upon beginning his career in financial services, Kyle was quickly disappointed as he learned most firms endear a culture of commissions and sales. This was not how he believed helping people should be framed. Kyle took his talents to a multi-family office where he was able to help families make decisions based on their core beliefs which helped them define their vision.
Kyle has recently received his Certified Financial Planner Certification and has been recognized as a Key Holder of SteerFW, which is a nonpartisan nonprofit organization that grows emerging leaders to be civically engaged in Fort Worth, TX.
Our Commitment to You
Personalized Wealth Management
At CF Financial, we dedicate ourselves to crafting wealth management solutions that embody simplicity and clarity, tailored uniquely to each client’s financial aspirations. Our approach integrates your personal vision and values into every strategy, ensuring that your financial goals are met with precision and personal attention.