Enter your date of birth to get started.

CPN Mission Statement

Our purpose is to educate our clients while preserving and growing their...

Read more

For Individuals

We’ll help you create a plan just right for you...

Read more

For Business Owners

We offer strategic planning for both small businesses and corporations...

Read more


Company Info

Company Info

CPN Financial is a full service brokerage house that provides financial tools that enable families to achieve their goals. Our holistic approach to financial planning has created wealth for many families for over twenty years.

We conduct our brokerage with honesty, integrity and discipline. We aspire to excel in all we do. We deliver innovative and high quality professional services and products, consistently meeting and exceeding client expectations.

At CPN we believe in wealth creation through planning, commitment, discipline and patience. Following these principles will ultimately lead to financial success.

Our achievements are measured by your results therefore we are dedicated to education and professional development. We are constantly evolving and growing to remain one step ahead of the financial markets.

We strive to achieve 5 major objectives:

  • Educate our Clients
  • Eliminate debt
  • Preserve capital
  • Attain Above Average Real Rates of Return
  • Minimize taxes
Book a meeting