Our Firm




CPC Financial Planning, Inc. was founded in 1988. The genesis of CPC Financial Planning, Inc. is attributed to clients who are seeking objective planning advice. Because of our CPA background, we have knowledge of the financial industry independent to one investment or another.

We believe that you need to service your clients in order for your business to grow. Our business for over two decades is a result of putting our clients first.

Our principals are Certified Financial Planners who have life, health and disability licenses, as well as their Series 7 securities registrations currently held with LPL Financial. We service clients nationwide by working with them to identify their goals and objectives and developing a strategy to help them manage it.