CPI Companies logo

CPI Companies Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

CPI Companies is an independent insurance and annuity consulting firm founded in 1991, based in Voorhees, New Jersey. The firm serves financial advisors and globally connected clients, offering guidance on tax-efficient insurance, estate planning, and wealth transfer strategies that can be portable across multiple countries and jurisdictions. Its position sits within the financial services industry, focusing on helping clients address cross-border planning needs and complex insurance considerations. The company emphasizes expertise in structuring solutions that align with clients’ multijurisdictional requirements, supporting advisors who navigate international aspects of risk management and wealth transfer.

Find CPI Companies employees' phone numbers or email addresses

CPI Companies Global Highlights

Location
Employees

North America
32

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  • United States Of America
    32

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

CPI Companies's Leadership

  • Stylized image of a person
    T. P.
    President
  • Stylized image of a person
    M. S.
    Financial Controller
  • Stylized image of a person
    M. E.
    Manager
  • Stylized image of a person
    I. C.
    Officer

CPI Companies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Community & Social Services
  • Finance
  • Other

Contact profiles from CPI Companies

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. P.
    President
    Oct 17, 2024
  • Stylized image of a person
    M. S.
    Financial Controller
    Oct 17, 2024
  • Stylized image of a person
    M. E.
    Manager
    Oct 16, 2024
  • Stylized image of a person
    I. C.
    Officer
    Oct 23, 2024

Frequently Asked Questions

What is CPI Companies known for?

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CPI Companies was founded in 1991 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore CPI Companies's company overview page for more information.

What is CPI Companies's most common email format?

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CPI Companies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CPI Companies email formats with LeadIQ.

How many employees does CPI Companies have currently?

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CPI Companies has approximately 7 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are CPI Companies's key employees and leadership?

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As of August 2026, CPI Companies's key employees include:

  • President: T. P.
  • Financial Controller: M. S.
  • Manager: M. E.
  • Officer: I. C.

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