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CPS Investment Advisors Employee Directory

Financial ServicesFlorida, United States11-50 Employees

CPS Investment Advisors is a fiduciary-led, independent financial advisory practice founded by certified public accountants and based in Lakeland, Florida. Drawing on more than 45 years of experience, the firm assists individuals, families, and businesses in building and protecting wealth through comprehensive, tax-efficient planning and investment management. It emphasizes acting in clients’ best interests and presents its approach as a personal CFO service, offering clear guidance and customized strategies aligned with each client’s goals. Advisory services are delivered through CPS Investment Advisors, a SEC-registered investment advisor.

Operating within the financial services sector, the firm serves a regional clientele with a small- to mid-sized footprint. In November 2021, CPS Investment Advisors was recognized as Philanthropic Corporation of the Year by the Peace River Center, reflecting its community involvement.

Find CPS Investment Advisors employees' phone numbers or email addresses

CPS Investment Advisors Global Highlights

Location
Employees

North America
67

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  • United States Of America
    67

CPS Investment Advisors's Leadership

  • Chief Investment Officer at CPS Investment Advisors
    P. G.
    Chief Investment Officer
    Mobile Phone
  • Partner at CPS Investment Advisors
    M. R.
    Partner
    Mobile Phone
  • Partner at CPS Investment Advisors
    N. B.
    Partner
    Mobile Phone
  • Director at CPS Investment Advisors
    B. M.
    Director
    Mobile Phone
  • Information Technology Director at CPS Investment Advisors
    N. I.
    Information Technology Director
    Mobile Phone
  • Portfolio Manager at CPS Investment Advisors
    A. R.
    Portfolio Manager
    Mobile Phone
  • Human Resources Manager at CPS Investment Advisors
    S. S.
    Human Resources Manager
    Mobile Phone
  • Staff Accountant at CPS Investment Advisors
    J. N.
    Staff Accountant
    Mobile Phone

CPS Investment Advisors Employee Metrics

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

Contact profiles from CPS Investment Advisors

Name
Title
Contact
Location
Last Update
  • Chief Investment Officer at CPS Investment Advisors
    P. G.
    Chief Investment Officer
    Mobile Phone
    Sep 11, 2026
  • Partner at CPS Investment Advisors
    M. R.
    Partner
    Mobile Phone
    Oct 21, 2024
  • Partner at CPS Investment Advisors
    N. B.
    Partner
    Mobile Phone
    Oct 18, 2024
  • Director at CPS Investment Advisors
    B. M.
    Director
    Mobile Phone
    Oct 22, 2024
  • Information Technology Director at CPS Investment Advisors
    N. I.
    Information Technology Director
    Mobile Phone
    Aug 31, 2026
  • Portfolio Manager at CPS Investment Advisors
    A. R.
    Portfolio Manager
    Mobile Phone
    Oct 17, 2024
  • Human Resources Manager at CPS Investment Advisors
    S. S.
    Human Resources Manager
    Mobile Phone
    Oct 16, 2024
  • Staff Accountant at CPS Investment Advisors
    J. N.
    Staff Accountant
    Mobile Phone
    Oct 18, 2024
  • Portfolio Management Assistant at CPS Investment Advisors
    A. F.
    Portfolio Management Assistant
    Mobile Phone
    Oct 22, 2024
  • Administrative Assistant at CPS Investment Advisors
    C. B.
    Administrative Assistant
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is CPS Investment Advisors known for?

Minus sign iconPlus sign iconCPS Investment Advisors was founded in 1975 and operates in the Financial Services industry. You can contact CPS Investment Advisors's main corporate office by phone at
+1-863-688-****
. Explore CPS Investment Advisors's company overview page for more information.

What is CPS Investment Advisors's most common email format?

Minus sign iconPlus sign iconCPS Investment Advisors employees' email format typically follows the pattern of First@cpalliance.com. Trying to find reliable and up-to-date employee contact data? Find more CPS Investment Advisors email formats with LeadIQ.

How many employees does CPS Investment Advisors have currently?

Minus sign iconPlus sign iconCPS Investment Advisors has approximately 43 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are CPS Investment Advisors's key employees and leadership?

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As of September 2026, CPS Investment Advisors's key employees include:

  • Chief Investment Officer: P. G.
  • Partner: M. R.
  • Partner: N. B.
  • Director: B. M.
  • Information Technology Director: N. I.

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