Instructor Biography

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James M. Luffman, CPA/PFS

James M. Luffman, CPA/PFS - is a shareholder of CPS Investment Advisors and CPS Group CPA's, PA. He began his professional career in Washington D.C. with American Security Bank as an Operations Manager in their $3 billion Trust Department. He is board certified as a Personal Financial Specialist (PFS) as designated by the American Institute of Certified Public Accountants. Jim joined the CPS team in 1986. He has years of experience in the areas of investments, financial planning, accounting and taxation and is a frequent lecturer on financial planning and investments. Some of Jim’s accomplishments include: •Bachelor of Science - Florida State University •Personal Financial Specialist (PFS) as designated by the American Institute of CPAs •Awarded the Certificate of Educational Achievement in Personal Financial Planning •Licensed to be a principal in a Registered Investment Advisory firm •Licensed by the Florida Department of Financial Services for Life, Disability, Health Insurance •Current Director of the Polk Chapter of the FICPAs •Professional Advisory Board of Florida State University College of Business •Member of the Florida Bar Grievance Committee Tenth Circuit •Past President of the Polk Chapter of the Florida Institute of CPAs •Past Board of Governors member of the Florida Institute of CPAs •Treasurer of the Jefferson Grove Homeowners Association •Past President of the Boys & Girls Clubs of Lakeland & Mulberry