Patricia
Gomez
Cpr Investments Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Patricia Gomez is a financial advisor based in Riverside, California with a total of 3 years of industry experience. Gomez currently works for Cpr Investments Inc. During their career, Gomez has held roles at Tax Mix Insurance & Finanical Service, First Advisors National, LLC, Cpr Investments Inc and Kaiser Permanente. Gomez holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Cpr Investments Inc is a registered investment firm that has its headquarters in Rochester, MI. It has offices in 20 locations and a total of 36 people on staff. It has $295 million in assets among its 3,154 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 3,154 customer accounts, just 3% belong to high-net-worth investors who have greater than $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management depend on the services provided. However, fees billed by Cpr Investments Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cpr Investments Inc Brokerage Details
$295,298,182
36
3,154
$93,627
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Patricia Gomez Work History
Patricia has been registered as a financial advisor for 3 years.*
Cpr Investments Inc
Tax Mix Insurance & Finanical Service
First Advisors National, LLC
Kaiser Permanente
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patricia Gomez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cpr Investments Inc
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Albuquerque, NM
Rochester, MI
Burleson, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
