CRD: 145855
CPR Financial & Insurance Services, Inc.
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- Custodian
- Betterment · Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-15-2008
- Office Locations
- 2
Office Locations
About CPR Financial & Insurance Services, Inc.
CPR Financial & Insurance Services, Inc. (est. 2001) provides integrated financial planning, investment management, and insurance/life coverage for individuals, families, and business owners. The firm emphasizes personalized solutions, asset allocation and risk management, and uses ETFs and mutual funds alongside retirement, tax, and estate planning support. Offices serve North Texas and North Miami; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES PHILLIP ROSEN
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #4589137
- Ownership
- 75% or more
VINCENT ROCCO LOMBARDO
Investment Advisor Representative
- CRD
- #2801293
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Amy Rose Hall
Investment Advisor Representative
- CRD
- #6902608
MANUEL MENENDEZ
Investment Advisor Representative
- CRD
- #1992107
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,713,871 | -- |
| Non-Discretionary | $15,403,495 | -- |
| Total | $89,117,366 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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