CPR Financial & Insurance Services, Inc.

Overview

CPR Financial & Insurance Services, Inc. is an independent, privately owned registered investment adviser that combines advisory services with insurance brokerage. The firm serves individuals and families and acts as a capital allocator—offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and it also provides insurance products through its broker activities. The firm does not report being an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices