CPR Financial & Insurance Services, Inc.

Overview

CPR Financial & Insurance Services, Inc. operates as an independent, individually owned registered investment adviser organized as a corporation. The firm serves a client base of individuals and families and combines advisory work with insurance brokerage. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection-of-other-advisers activities. CPR functions as a capital allocator, uses a mix of fee arrangements (percentage of AUM, hourly, fixed fees and other structures), and is registered at the state level in CA, FL, LA and TX. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices