CPF Texas is a wealth management firm that specializes in helping people make the most of what they have been given. Through a comprehensive planning process we help clients maximize their retirement income, pass assets to their heirs efficiently and benefit their favorite charities. Securities offered through LPL Financial. Member SIPC, www.sipc.org. Investment advice offered through CPF Texas, a Registered Investment Advisor and separate entity from LPL Financial. For a list of states in which we are registered to do business, please visit our website, www.cpftexas.com. Specialties: Investment Management Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
View Top Employees from CPF Texas| Website | http://www.cpftexas.com |
| Revenue | $15 million |
| Employees | 4 (3 on RocketReach) |
| Address | 2500 Dallas Parkway Suite 495, Plano, Texas 75094, US |
| Phone | (214) 696-2323 |
| Fax | (214) 696-8885 |
| Technologies | |
| Industry | Financial Services, Finance General, Finance |
| Web Rank | 21 Million |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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CPF Texas Questions
The CPF Texas annual revenue was $15 million in 2024.
Tom Knippa is the Chief Planning Officer of CPF Texas.
3 people are employed at CPF Texas.
CPF Texas is based in Plano, Texas.
The NAICS codes for CPF Texas are [52393, 52, 523, 5239].
The SIC codes for CPF Texas are [62, 628].
Top CPF Texas Employees
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