About Us

Formed in 1976, CPD has long been known for solving the most complicated and convoluted retirement plan problems.

One thing we do better than anyone else is understand the complexities of the retirement plan arena. We weave our knowledge of what the laws say (and don’t say) into a tapestry made from the elements of estate planning and taxation that naturally interact and come into play.

Put simply, we solve retirement problems you didn’t know you had.

At the heart of our success are our people. We don’t merely employ them, we have created a community and working environment that fosters compassion and commitment. Not only have we been recognized for the quality of our work, but we have won many awards for our positive working environment.

CPD is a great place to work. Just ask any of our team members.

We have made training the cornerstone of our success and compassion the glue that binds it all together.

That’s why our work is consistently good year after year.

OUR TEAM

FAQ

ACCREDITED
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COLLABORATIVE
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RECOGNIZED
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