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CPC Financial Planning
CPC Financial Planning, Inc. is an SEC-registered investment adviser in King of Prussia, PA. The firm has 6 employees and 6 investment advisers.
CPC Financial Planning
CPC Financial Planning, Inc. is an SEC-registered investment adviser in King of Prussia, PA. The firm has 6 employees and 6 investment advisers. It operates from an office in King of Prussia.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
King Of Prussia
Corporate office
Lincolnshire, IL, United States
Principals
Jerry Szott
Founder and President
Sector focus
Frequently asked questions
Is CPC Financial Planning a single-family office or does it serve multiple families?
CPC Financial Planning serves multiple client families, but it operates with the integrated service model characteristic of a multi-family office rather than a retail brokerage. It provides coordinated tax preparation, estate planning, and investment management under one roof rather than farming those functions to separate providers.
How does the firm invest client capital?
The firm blends traditional market securities with insurance products and direct real estate investments. Clients have historically been guided into 1031 exchange real estate vehicles and income-oriented limited partnerships, reflecting a wealth-preservation posture rather than aggressive capital appreciation strategies.
What differentiates CPC Financial Planning from a standard wealth management practice?
The key distinction is its in-house tax preparation capability. Because CPC prepares client tax returns directly, the firm maintains real-time visibility into a family's full financial picture and can adjust investment and estate strategies without the lag caused by coordinating with outside CPA firms.
Who is the key decision-maker at CPC Financial Planning?
Jerry Szott, the founder and president, serves as the central investment and planning authority. The firm's structure reflects a single-adviser model where Szott personally oversees the tax, estate, and investment functions rather than delegating them across a large committee.
Where does CPC Financial Planning's client base concentrate geographically?
The firm serves a concentrated base of families and business owners primarily located in the Midwest, with its sole office situated in Lincolnshire, Illinois. There is no public indication of a broader national advisory footprint.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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