CPC Financial Planning, Inc

Richard Capasso is a CFP® with 32 years of experience in financial services. He is affiliated with CPC Financial Planning, Inc., where he has worked since 1988, and has held prior roles at LPL Financial LLC and Royal Alliance Associates, Inc. In addition to his advisory work, Capasso is involved in tax preparation and accounting through Clairmont, Paciello & Co., P.C. CPC Financial Planning, Inc. provides fee-based financial planning services to individuals, corporations, and business entities, focusing on comprehensive written plans and consultations without offering discretionary portfolio management. The firm integrates financial planning, tax, and insurance services through its affiliated accounting and insurance businesses and operates without assets under management or percentage-based fees.

Charles Wilensky is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2019, and also operates CPC Financial Planning, Inc. and Clairmont Paciello & Co., P.C., a tax preparation and accounting firm. Wilensky has a long history in the field, including nearly two decades at Royal Alliance Associates, Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Andrew Gilinsky is a financial advisor with CPC Financial Planning, Inc. in King of Prussia, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial LLC since 2019 and previously spent 22 years at Royal Alliance Associates, Inc. Gilinsky is also involved with Clairmont, Paciello & Co., P.C., a CPA firm specializing in tax preparation and accounting. CPC Financial Planning, Inc. provides fee-based financial planning services to individuals, corporations, and other business entities, focusing on comprehensive written plans without offering investment management or discretionary portfolio services. The firm integrates financial planning with affiliated tax and insurance services, serving a small active client base through a team of six advisors.

Earl Clairmont Jr. is a CFP® professional with 37 years of industry experience, currently serving at LPL Financial since 2019. Prior to joining LPL, he worked at Royal Alliance Associates, Inc. for 22 years and has maintained long-standing roles with CPC Financial Planning Inc., Tanglewood Financial Services, Inc., and Clairmont, Paciello & Co., P.C. Outside of his advisory work, he is involved in tax preparation and accounting through Clairmont, Paciello & Co. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, and institutions. The firm offers a wide range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Richard Clairmont is a financial advisor with CPC Financial Planning, Inc. He holds a Series 66 designation and has 10 years of industry experience. Clairmont has been with CPC Financial Planning since 2015 and also maintains a long-standing role at Clairmont, Paciello & Co. P.C., a tax preparation and accounting firm, since 1989. CPC Financial Planning, Inc. provides fee-based financial planning services to individuals, corporations, and business entities, delivering comprehensive written plans, annual updates, and consultations. The firm does not provide discretionary portfolio management; all investment decisions remain the client’s responsibility. Its team model integrates financial planning with affiliated accounting and insurance services, serving a small active client base without charging fees based on assets under management.

Frank Imperial Jr. is a financial advisor with CPC Financial Planning, Inc. in King of Prussia, PA, holding the CFP® designation and Series 66 license. He has 8 years of industry experience and has worked at LPL Financial and Royal Alliance. In addition to his advisory role, he is involved with Clairmont Paciello & Co., P.C., a tax preparation and accounting firm. CPC Financial Planning, Inc. provides fee-based financial planning services to individuals, corporations, and business entities, focusing on written comprehensive plans and consultations without discretionary portfolio management. The firm integrates financial planning with affiliated tax and insurance services, serving a small active client base through a team approach.