Dorfman FinOp Services, LLC is a specialized consulting firm that offers outsourced Financial and Operations Principal (FinOp), Chief Financial Officer (CFO), and comprehensive accounting services tailored specifically for broker-dealers and registered investment advisers. The company assists financial firms in meeting their complex regulatory and financial reporting obligations to bodies like FINRA and the SEC. Founded by industry veteran Steven Dorfman, the firm aims to provide expert, cost-effective solutions, allowing clients to maintain financial compliance without the overhead of a full-time in-house executive.

Founded in

United States