A complete list of active advisors currently associated with CPC Financial Planning, Inc

Warmer can help you find a great advisor at CPC Financial Planning, Inc or one who fits your needs even better.

CPC Financial Planning, Inc. provides written financial planning, annual plan monitoring, and hourly advice to individuals, corporations, and other business entities, delivering coordinated recommendations on investments, tax planning, retirement, insurance, and estate matters. The firm does not provide discretionary portfolio management or custody of client assets; all investment decisions remain the responsibility of the client and the firm reports no assets under management. When preparing plans the firm relies on fundamental analysis and may recommend specific securities, insurance products, or illiquid partnership interests; implementation often flows through affiliated channels, including LPL Financial LLC for securities and Tanglewood Financial Services for insurance. Associated persons are registered representatives and insurance agents and the brochure discloses they may receive commissions or 12b‑1 fees, while the firm itself emphasizes non‑discretionary, fee‑for‑service engagements. What is distinctive about the firm is its close integration with a certified public accounting practice and a team with multiple CPAs, CFP®, PFS and ChFC credentials, which supports tax and accounting coordination within the planning process. The firm’s business model—providing planning for clients without offering AUM‑based portfolio management or percentage‑of‑AUM billing, and combining fee‑for‑service planning with affiliated brokerage and insurance activities—is not typical for similarly sized team advisory firms.

To learn more about the advisors currently working at CPC Financial Planning, 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.