Instructor Biography

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Charles P. Smith, CPA/PFS

Chas P. Smith, CPA/PFS is President of CPS Investment Advisors/CPAllianceTM. The firm specializes in managing assets for institutional high net worth clients, and is presently managing over $750 million. It also manages money for the clients of over 42 CPA firms nationwide through its patented CPAllianceTM program. The CPAllianceTM program was created to help CPAs better serve their clients by providing complete back room support including investment management and reporting, coaching and training in financial planning and asset management.

Chas received his Bachelor of Science degree in Accounting from Florida State University. He is licensed by the State of Florida as a Certified Public Accountant. He holds the Personal Financial Specialist (PFS) designation and the Certificate of Educational Achievement in Personal Financial Planning by the American Institute of Certified Public Accountants. Chas holds the Series 65 Securities and Exchange License as a Registered Investment Advisor. He was a member of the prestigious Fidelity Investments Advisor Council for 6 years. He has 37 years of experience in financial planning, income tax and accounting, and 23 years in investment planning. He is a frequent author and lecturer in the areas of investments, financial planning and income taxes. The firm has been a Registered Investment Advisor since October 1989. The firm's phone number is 1-877-JOIN CPS.