CPR Financial & Insurance Services, Inc.

Amy Hall is a financial advisor with CPR Financial & Insurance Services, Inc. in Prosper, TX, holding a Series 65 credential and eight years of industry experience. She has worked with CPR Financial since 2018 and also maintains roles as an independent insurance agent, accountant, and tax preparer, dedicating about 25% of her time to these activities. CPR Financial & Insurance Services is a registered investment adviser serving individual investors, high-net-worth clients, corporations, and retirement plans. The firm manages approximately $69 million in client assets through a combination of discretionary and non-discretionary portfolio management, utilizing both in-house and outsourced solutions to tailor investment strategies to client goals.

Charles Rosen is a financial advisor at CPR Financial & Insurance Services, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CPR Financial since 2014. Rosen is also president of an independent insurance agency and serves in multiple volunteer leadership roles with the National Association of Benefits and Insurance Professionals (NABIP), including legislative chair and board trustee positions. CPR Financial & Insurance Services is a registered investment adviser serving individual investors, high-net-worth clients, corporations, and retirement plans. The firm manages approximately $69 million in assets with a team of four advisors, offering asset management, financial planning, and ERISA plan advisory services through a combination of in-house and outsourced solutions.

Vincent Lombardo is a financial advisor at CPR Financial & Insurance Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has served as an independent insurance agent since 2010. Lombardo is also the owner and officer of Vinou Corporation, a consulting business he established in 1993. CPR Financial & Insurance Services is a registered investment adviser serving individual investors, high-net-worth clients, corporations, and retirement plans. The firm manages approximately $69 million in assets for about 646 clients, offering asset management, financial planning, and ERISA plan advisory services through a combination of in-house management and outsourced solutions.

Manuel Menendez is a financial advisor with CPR Financial & Insurance Services, Inc. in Port Saint Lucie, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with CPR Financial & Insurance Services since 2015 and also works as an independent insurance agent. CPR Financial & Insurance Services is a registered investment adviser serving individual investors, high-net-worth clients, corporations, and retirement plans. The firm manages approximately $69 million in assets across about 646 clients, providing asset management, financial planning, and ERISA plan advisory services through a combination of in-house management and outsourced solutions.