Profile
Mr. Chas P.
Smith, CPA, is President, Treasurer & Director at Chas.
P.
Smith & Associates, PA, CPAs.
He is on the Board of Directors at Chas.
P.
Smith & Associates, PA, CPAs.
Prior to founding CPS Investment Advisors in 1975, he was employed by Florida Institute of Certified Public Accountants.
Mr. Smith received his BS in Accounting from Florida State University.
He is a Certified Public Accountant
Former positions of Charles Phelan Smith
Companies | Position | End |
---|---|---|
Florida Institute of Certified Public Accountants | Corporate Officer/Principal | - |
Chas. P. Smith & Associates, PA, CPAs
Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Chief Executive Officer | - |
Training of Charles Phelan Smith
Florida State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Chas. P. Smith & Associates, PA, CPAs
Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Finance |
Florida Institute of Certified Public Accountants |
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