Cpc Financial Planning, Inc.
Cpc Financial Planning, Inc. (CRD# 119150) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $211,744 in 72 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts72ACCOUNTS
Average Account Value$2,941
- 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
Charles Wilensky (CRD# 4326500) is an Investment Advisor Representative working at Cpc Financial Planning, Inc. in King Of Prussia, PA and has over 15 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 23 years of experience in the finance industry.