Prosper, TX Office
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CPR Financial & Insurance Services, Inc.
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Firm-wide stats for CPR Financial & Insurance Services, Inc.
About
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.
Expertise
Location
603 E. Broadway St
Prosper TX 75078
Advisors at this office
3
Advisors at this office
Amy H
Series 65
Prosper, TX
CPR Financial & Insurance Services, Inc.
Amy Hall is a Series 65-licensed financial advisor with CPR Financial & Insurance Services, Inc. in Prosper, TX, where she has worked for eight years. She also has experience as an independent insurance agent and offers accounting and tax preparation services. Approximately 25% of her professional time is dedicated to these other business activities, which occasionally involve providing related products and services to her clients. CPR Financial & Insurance Services offers portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm combines fundamental analysis with individualized investment policies and utilizes sub-advisors and multiple platforms to implement client portfolios, while also maintaining significant insurance brokerage activities.
Charles R
Series 63, Series 65
Prosper, TX
CPR Financial & Insurance Services, Inc.
Charles Rosen is a financial advisor at CPR Financial & Insurance Services, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CPR Financial & Insurance Services since 2014. Rosen serves as president of an independent insurance agency and holds several volunteer leadership roles within the National Association of Benefits and Insurance Professionals (NABIP), including legislative chair and board trustee positions. CPR Financial & Insurance Services provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm’s investment approach includes fundamental analysis and goals-based models, with portfolio implementation delegated to sub-advisors and use of multiple technology platforms.
Vincent L
Series 63, Series 65
Prosper, TX
CPR Financial & Insurance Services, Inc.
Vincent Lombardo is a financial advisor with CPR Financial & Insurance Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has served as an independent insurance agent since 2010 and is the owner and officer of Vinou Corporation, a consulting company established in 1993. CPR Financial & Insurance Services provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plans. The firm integrates investment management with insurance brokerage activities and utilizes multiple platforms and sub-advisors to implement customized investment strategies.
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