Chas P. Smith, CPA/PFS, 

Founder 

CPS Investment Advisors

Chas began tracking stocks as early as age 19. He was reading Barron's and the Wall Street Journal when his schoolmates were perusing the pages of Sports Illustrated.
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James M. Luffman, CPA/PFS

According to Jim, "Our mission at CPS Investment Advisors is to help our clients achieve financial independence so they can make a choice about whether or not they go to work."
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Peter C. Golotko, CPA/PFS, MBA

Pete is credited with articulating the firm's modus operandi: "To serve our clients effectively, we must follow a holistic approach in our financial planning covering every aspect of their financial life, and in doing so we will adhere to the highest standards of excellence at every level of our operation."
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