A complete list of active advisors currently associated with CPR Financial & Insurance Services, Inc.
Warmer can help you find a great advisor at CPR Financial & Insurance Services, Inc. or one who fits your needs even better.
CPR Financial & Insurance Services provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm also offers ERISA-focused services as a limited-scope 3(21) fiduciary and sells insurance products on a commission basis, including participant education and plan-support work for retirement plans. The firm’s investment process emphasizes fundamental analysis and individualized investment policy statements, with mandates that may use both long- and short-term trading and goals-based model portfolios. CPR routinely delegates portfolio implementation to sub‑advisors and third‑party managers and uses multiple platforms and programs (including SEI Managed Account Solutions and SEI mutual fund models, the Betterment for Advisors platform, and an Orion/Brinker intake and Riskalyze questionnaire workflow) to construct and monitor client portfolios. What is distinctive in the brochure is the firm’s material insurance brokerage activity and formal insurance affiliations — the principal devotes a significant portion of professional time to insurance sales and board service in the insurance industry, and the firm discloses commission-based insurance activities. The brochure also discloses use of endorsements and testimonials in advertising and describes revenue-sharing and incentive arrangements with certain third‑party managers (including a tiered participation incentive), with related conflicts and the firm’s stated mitigation measures.
To learn more about the advisors currently working at CPR Financial & Insurance Services, 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.
You can also browse CPR Financial & Insurance Services, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Prosper, TX
| 8
| |
Prosper, TX
| 15
| |
Port Saint Lucie, FL
| 15
| |
Prosper, TX
| 21
|
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