CPF Texas Employee Directory
Financial ServicesTexas, United States2-10 Employees
CPF Texas is a wealth management firm that provides comprehensive planning aimed at optimizing retirement income, efficient asset transfer to heirs, and charitable giving. Its services are designed to help clients manage their financial resources across life stages, with investment management as a core specialty. The firm emphasizes guidance built on a structured planning process and operates under a registered investment advisor model, while securities transactions are handled through a separate broker-dealer entity. Based in Plano, Texas, CPF Texas serves individuals seeking personalized financial guidance within the financial services industry. The company appears to operate with a small team and has reported investments in notable assets as part of its asset management activity. It positions itself within a regulated advisory framework, providing investment advice through its RIA, with additional oversight from its securities partner.
1-888-653-2347 
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