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).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $431,574
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Cpc Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Charles Wilensky
CRD#: 4326500
250 Tanglewood Lane, King Of Prussia, PA 19406
96
Wealthminder
score

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.

2
Andrew T. Gilinsky
CRD#: 2370990
250 Tanglewood Lane, King Of Prussia, PA 19406
93
Wealthminder
score

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.

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