Vestpro Financial Partners, Inc. Dba The Center For Personal Fin (Plano)

Name: Vestpro Financial Partners, Inc. Dba The Center For Personal Fin
Address: 2500 Dallas Parkway, Plano, TX, 75093
Telephone: 214-696-2323

Vestpro Financial Partners, Inc. Dba The Center For Personal Fin is a large advisory firm based in Plano. It manages $200 million of regulatory assets for 380 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Colorado, Louisiana, Oklahoma, and Texas.

Vestpro Financial Partners, Inc. Dba The Center For Personal Fin provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vestpro Financial Partners, Inc. Dba The Center For Personal Fin: assets under management

The assets under management (AUM) of Vestpro Financial Partners, Inc. Dba The Center For Personal Fin is $200 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $200 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $526.32 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vestpro Financial Partners, Inc. Dba The Center For Personal Fin for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Vestpro Financial Partners, Inc. Dba The Center For Personal Fin

Christopher Joel Lipper has been acting as President since 1 Oct 2007. Lesli Anne Harlan joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rudy Fernandez	Chief financial officer	1 Jul 2002	Other	4972862
Mark Steven Schupbach	Chief executive officer	1 Aug 2004	75% - 100%	415953
Mark Steven Schupbach	Chief executive officer	1 Aug 2007	50% - 75%	415953
Christopher Joel Lipper	President/cio	1 Oct 2007	Other	4298665
Thomas Andrew Knippa	Chief planning officer	1 Oct 2007	Other	3031562
Adam Barrett Spence	Client advisor	1 Nov 2007	Other	4569706
Lesli Anne Harlan	Chief compliance officer	1 Nov 2014	Other	5118527

Based in Plano

The principal office where Vestpro Financial Partners, Inc. Dba The Center For Personal Fin performs its advisory services is located at 2500 Dallas Parkway, Plano, TX 75093, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-696-2323 or by fax 214-696-8885. The normal business hours are 8:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at cpftexas.com.