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Our History

Client Centered

Ceponis Financial Group was formed in 1997 by David Ceponis. For the previous ten years, brothers Dave and Chris had worked together at a national financial services firm before Dave left to establish CFG, where he began to formulate the methods and practices that would evolve into the operating principles we employ today. In 2012, Chris joined CFG, adding his unique background and expertise to CFG's next chapter, introducing new client-centric programs and tools to further enhance the client experience and results. CFG was re-formed as an LLC in 2020 with Chris as Managing Member, and Dave retired at the end of that year - although he and Chris frequently converse about the markets and the economy (and of course, family). Today, Chris leads the firm, guiding clients to financial independence with the exceptional support of Operations Manager Eddie Maher and Client Services Manager Kelley Watson.

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