Charles Phelan Smith

Finance

Consumer Services

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	-

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Training of Charles Phelan Smith

Florida State University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	2
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