What departments does CPS Investment Advisors have?

CPS Investment Advisors has employees across 6 departments including Finance, Information Technology, Program & Project Management, Human Resources, Accounting.

What is the largest department at CPS Investment Advisors?

The largest department at CPS Investment Advisors is Finance with 3 employees.

Where are CPS Investment Advisors employees located globally?

CPS Investment Advisors has employees across 1 continents and 1 countries including United States Of America.

How has CPS Investment Advisors's team size changed over time?

CPS Investment Advisors's team has decreased from approximately 38 to 29 employees based on available data.

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.

CPS Investment Advisors Global Highlights

North America
68

United States Of America
68

CPS Investment Advisors's Leadership

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

CPS Investment Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Community & Social Services
Business
Accounting
Other
Branding

Contact profiles from CPS Investment Advisors

Name

Title

Contact Info

Location

Last Update

P. G.
Chief Investment Officer
Mobile Phone
Email
Jun 28, 2026
M. R.
Partner
Mobile Phone
Email
Oct 21, 2024
N. B.
Partner
Mobile Phone
Email
Oct 18, 2024
B. M.
Director
Mobile Phone
Email
Oct 22, 2024
N. I.
Information Technology Director
Mobile Phone
Email
Jul 17, 2026
A. R.
Portfolio Manager
Mobile Phone
Email
Oct 17, 2024
S. S.
Human Resources Manager
Mobile Phone
Email
Oct 16, 2024
J. N.
Staff Accountant
Mobile Phone
Email
Oct 18, 2024
A. F.
Portfolio Management Assistant
Mobile Phone
Email
Oct 22, 2024
C. B.
Administrative Assistant
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is CPS Investment Advisors known for?

CPS Investment Advisors was founded in 1975 operates in the Financial Services industry; you can contact the 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?

CPS Investment Advisors employees' email format typically follows the pattern of . 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?

CPS Investment Advisors has approximately 42 employees as of July 2026. These team members are located across 1 continents, including North America.

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

As of July 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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CPS Investment Advisors Employee Directory

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CPS Investment Advisors Global Highlights

North America
68

CPS Investment Advisors's Leadership

CPS Investment Advisors Employee Metrics

Contact profiles from CPS Investment Advisors

Frequently Asked Questions

What is CPS Investment Advisors known for?

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

How many employees does CPS Investment Advisors have currently?

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

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CPS Investment Advisors Employee Directory

Find CPS Investment Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead

CPS Investment Advisors Global Highlights

North America68

CPS Investment Advisors's Leadership

CPS Investment Advisors Employee Metrics

Contact profiles from CPS Investment Advisors

Frequently Asked Questions

What is CPS Investment Advisors known for?

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

How many employees does CPS Investment Advisors have currently?

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

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
68

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