Instructor Biography

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James M. Luffman, CPA/PFS

James M. Luffman, CPA/PFS Partner CPS Investment Advisors James M. Luffman, CPA/PFS is a principal owner of CPS Investment Advisors. His responsibilities include providing tactical financial advice and planning to families and small businesses, leading the Investment Committee meetings in decisions of asset allocation and strategies and offering relevant oversight to the CPS trading desk. Prior to joining CPS, Jim began his professional career in Washington, D.C. with American Security Bank. He worked as an Operations Manager in its $3 billion Trust Department where he was responsible for overseeing a Trust Operations team. Joining CPS in 1986, Jim focused on tax planning for small businesses and families before making the transition into tactical financial planning. Jim acquired his CPA Licensure and is board certified as a Personal Financial Specialist (PFS) as designated by the American Institute of Certified Public Accountants. He also received the Certificate of Educational Achievement in Personal Financial Planning. Jim attended Florida State University and received his Bachelor of Science degree in Accounting.