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, Inc. serves individual investors, high-net-worth clients and retirement plan sponsors, providing discretionary and non-discretionary asset management, ERISA 3(21) plan advisory, and standalone financial planning. The firm manages relationships across a mix of direct portfolios, third‑party money managers and digital advisory platforms. Investment approach is grounded in fundamental analysis and documented investment policy statements, with strategies spanning long‑ and short‑term trading, asset allocation models and the use of sub‑advisors or independent managers where appropriate. CPR supervises managed account solutions from providers such as SEI, Betterment and other TPMs, and retains fiduciary oversight while delegating portfolio implementation to those platforms or managers. The firm’s brochure discloses notable affiliations and revenue relationships that differentiate it from many peers: the principal is a licensed insurance agent who sells carrier products (Anthem, Humana, etc.) and reports insurance activities taking a substantial portion of his workweek, and CPR receives marketing assistance and incentive arrangements from certain third‑party managers. CPR also combines traditional advisory services with multiple external platforms and referral arrangements, which the firm discloses and describes in its ADV materials.

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.