Cpc Financial Planning, Inc.
Cpc Financial Planning, Inc. (CRD# 119150) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $30,210,166 in 70 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts70ACCOUNTS
Average Account Value$431,574
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Charles Wilensky (CRD# 4326500) is an Investment Advisor Representative working at Cpc Financial Planning, Inc. in King Of Prussia, PA and has over 17 years of experience in the finance industry. Charles Wilensky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrew Gilinsky (CRD# 2370990) is an Investment Advisor Representative working at Cpc Financial Planning, Inc. in King Of Prussia, PA and has over 24 years of experience in the finance industry.