CPR Financial & Insurance Services, Inc.

Overview

CPR Financial & Insurance Services, Inc. is an independent, individually owned registered investment adviser that combines financial planning and portfolio management with insurance brokerage capabilities. The firm serves primarily individual and family clients and functions as a capital allocator to external managers in addition to managing discretionary and non‑discretionary portfolios. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. CPR Financial charges a mix of percentage‑of‑AUM, hourly and fixed fees and offers insurance brokerage services through its industry affiliation with an insurance company. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices