CPR Investing has a long history in the industry. Our advisor draw upon many years of experience in the Investment Advisory field.

1986

Registered Investment Advisor

1991

Established a series of portfolio managment seminars for Health Care Professionals

1992

An original advisor with the Fidelity Investments Registered Investment Advisor Group

1994

CPR Investing is established

2010

A Registered Investment Advisor with TD Ameritrade

2011

Aligned with two renowned experts in the Financial Planning Industry as well as Property and Casualty Insuance.  Allowing a more comprehensive financial package to our clients.