# CPC Financial Planning

CPC Financial Planning is a RIA based in King Of Prussia, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** King Of Prussia, United States
- **Region:** North America
- **Address:** Lincolnshire, IL, United States
- **Assets under management:** Undisclosed
- **Website:** cpcfinancialplanning.com

## Regulatory record

- **CRD number:** 119150
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119150

## About

CPC Financial Planning, Inc. is a state-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.

## Sectors

- Financial Services
- Real Estate
- Insurance

## People

- Jerry Szott — Founder and President

## Questions

### 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.

### 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.

## Related profiles

- [VIMCOR](https://altss.com/profile/vimcor)
- [Hamlin Capital Management](https://altss.com/profile/hamlin-capital-management-llc)

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Last updated: 2026-07-06T01:24:14.786Z

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