A complete list of active advisors currently associated with Cpa Investment Solutions, Inc.
Warmer can help you find a great advisor at Cpa Investment Solutions, Inc. or one who fits your needs even better.
The firm advises individual clients on discretionary portfolio management and comprehensive financial planning, focusing on personal accounts and retirement rollovers. Services include asset-allocation-based portfolio construction using mutual funds, ETFs and occasional individual securities, plus implementation support for tax, insurance and estate planning recommendations. Its investment process emphasizes documented investment policy statements and tailored asset-allocation strategies, drawing on both fundamental and technical analysis, modern portfolio theory, tactical adjustments and dollar-cost averaging to align portfolios with clients’ time horizons and risk tolerances. Portfolios are managed on a discretionary basis and subject to ongoing monitoring and periodic reviews, with financial plans developed and updated following a structured planning process. The firm is affiliated with an accounting practice and its principal holds CPA and PFS credentials, enabling closer integration of tax and accounting input into financial plans — a relationship that is uncommon among independent advisers. The principal is also a licensed insurance agent and the brochure discloses potential conflicts of interest from in‑house referrals and insurance commissions, with additional disclosures and consent processes provided to clients.
To learn more about the advisors currently working at Cpa Investment Solutions, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sarasota, FL
| 23
|
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