Chas P. Smith, CPA/PFS
Founder of CPS Investment Advisors
Chas began tracking stocks as early as age 17. He was reading Barron's and the Wall Street Journal when his schoolmates were perusing the pages of Sports Illustrated.
His now famous credo: "In order to achieve financial independence, you must build a sufficiently large portfolio of financial assets so that your 'pile' will generate enough cash flow to support you for your lifetime. To build that portfolio you must save, save, save . . . and manage that portfolio to beat inflation and minimize taxes."
- Bachelor of science degree from Florida State University
- Certified Public Accountant
- Personal Financial Specialist (PFS) as designated by the American Institute of CPA's
- Awarded the Certificate of Educational Achievement in Personal Financial Planning
- NASD Series 2 & 65 licenses
- 30+ years experience in financial planning, income tax, and accounting
- Nationally recognized author and lecturer on topics of investments, financial planning and wealth accumulation
- Past President of the Polk Chapter of the Florida Institute of CPA's
- Member of prestigious Fidelity Investments Advisory Council