CAVU Wealth Management

Charles Denherder is a financial advisor with CAVU Wealth Management and holds a Series 66 designation. He has 17 years of industry experience and previously worked at Independent Financial Group and Capital Financial Consultants Group. Outside of his advisory role, he owns CC Capital Management, a consulting firm that provides human resources, payroll, employee benefits, and cash flow advice to an estate planning law firm. CAVU Wealth Management is a team-based SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement-plan advisory services, employing a documented suitability process and utilizing both fundamental and technical analysis along with derivatives strategies for hedging and opportunistic purposes.

Cheryl Seifert is a CFP® with 30 years of industry experience, currently serving as an advisor at CAVU Wealth Management since 2019. She previously worked with Capital Financial Consultants Group and Independent Financial Group. CAVU Wealth Management is a team-based SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $175 million for about 340 clients and offers discretionary investment supervisory services using fundamental and technical analysis, mutual fund and ETF selection, asset-allocation frameworks, and derivatives strategies for hedging and opportunistic purposes.

Jelveh Pedraza is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at CAVU Wealth Management since 2020 and previously at Laurel Wealth Advisors from 2015 to 2020. Pedraza also operates as a Private Wealth Advisor and Senior Portfolio Manager under the DBA Palizban Pedraza Wealth Advisors. CAVU Wealth Management is a team-based SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $175 million for around 340 clients and employs a documented suitability process that includes fundamental and technical analysis, mutual fund and ETF selection, and asset allocation, with the use of derivatives for hedging and opportunistic purposes.

Michael Wynns is a financial advisor at CAVU Wealth Management with 27 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining CAVU Wealth Management in 2019, Wynns worked at Capital Financial Consultants Group and has been associated with Independent Financial Group since 2011. Outside of advisory services, he is an officer and director of CAVU Insurance Services, Inc. CAVU Wealth Management is a team-based SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $175 million for about 340 clients and employs a documented suitability process, fundamental and technical analysis, and the use of derivatives within separately managed accounts.

Cory Den Herder is a CFP® with eight years of industry experience, currently serving as an advisor at CAVU Wealth Management since 2019. His prior experience includes roles at Capital Financial Consultants Group, eMoney Advisor, San Diego State University, and DenHerder & Associates. Outside of his advisory work, he assists with financial reporting and payroll analysis at an estate planning firm. CAVU Wealth Management is a team-based SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $175 million across about 340 clients, employing a documented suitability process and using both fundamental and technical analysis, including derivatives strategies, within its portfolio management approach.

Scott Clements is a financial advisor at CAVU Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Hayes Investment Management, LLC. Outside of his advisory role, he owns and operates a video business specializing in filming high school sports events. CAVU Wealth Management is a team-based SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $175 million across about 340 clients, employing a documented suitability process and using fundamental and technical analysis, mutual fund and ETF selection, asset allocation frameworks, and derivatives strategies for portfolio management.

Phillip Jones is a CFP® with 20 years of industry experience, currently serving as an advisor at CAVU Wealth Management since 2019. He has previously worked at Independent Financial Group C and Capital Financial Consultants Group Inc. Outside of his advisory role, Jones is a licensed California notary and a real estate agent. CAVU Wealth Management is a team-based SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $175 million across about 340 clients and employs a documented suitability process incorporating fundamental and technical analysis, asset allocation, and derivatives strategies for portfolio management.