CMA Financial Services
CMA staff
ADV Part 3, Form CRS



Planning for your financial future begins here!

The Risk Number® is an objective, quantitative measurement of an investor's true risk tolerance and the risk in a portfolio. It's calculated on a scale from 1-99, utilizing a scientific framework that won the Nobel Prize for Economics.


Tens of thousands of advisors have found it to be a far more efficient way to discuss risk and communicate the potential downside a client is comfortable with over a six-month period. Thanks to the Risk Number, subjective stereotypes like "moderately aggressive" are a thing of the past. With Riskalyze's visually engaging platform advisors are able to align their clients' risk tolerance with their portfolios, build proposals, level-set client expectations, and so much more. See how the Risk Number can transform your practice today.​ click here!

The Secret To Lifetime Financial Security
Chris Morris, author of the Best Selling book The Secret to Lifetime Financial Security, shows you how to stop worrying about the next market crash and achieve the financial security and peace of mind you deserve.