My How Time Flies...

Thirty years ago, I launched The Center for Personal Finance, Inc. Today, we are known as CPF Texas. It was a humble beginning to say the least -- just an assistant, myself, and one personal computer in a very nicely furnished office space that a friend let me use for free.

In 1985, many people had not heard of "Financial Planning," and most who had were not sure if it provided a valuable service or was just a new way to sell financial products. A big part of my challenge was to convince potential clients that we could deliver on the promises Financial Planning touted. Fortunately, a good number of business owners, doctors, and executives gave us a chance.

Over the years, CPF Texas has been blessed with many more top notch clients and an incredible staff. Allow me to publicly thank the CPF Texas Team for an outstanding job in 2014. As you know, we are an independent investment firm, and as such, we can work with any allied professional we choose. For investments, our advisors are affiliated with and securities are offered through LPL Financial, the nation's fourth largest investment firm*, who is also independent.

I'm pleased to inform you that CPF Texas was one of only 84 LPL advisors nationwide (out of over 14,000) to be recognized as a top financial advisor and named to LPL's Executive Council. As a reward, Chris Lipper ( CPF Texas President), his wife Kristie, and children Joshua and Jessica, will be guests of LPL this week in Hawaii. Chris celebrated 20 years with CPF Texas last Friday. He is doing a great job leading the firm, and along with our Client Advisors, Tom Knippa and Adam Spence, continue to deliver on the promises of coordinated, professional financial planning. With an outstanding support staff of eight smart and hard-working colleagues, they strive to deliver an excellent client experience. Plus - they are a ton of fun to work with!

What an honor and blessing it is for me to work with the CPF Texas Team. Not only have they put our clients in a position to pursue their passions, but they have also enabled me to pursue mine for over 15 years and I will be forever grateful. Congratulations CPF Texas! -- Written by CEO Mark Schupbach

*Based on rankings by number of advisors as of Sept 30, 2014.


Chris and Kristie enjoy Hawaii

Joshua and Jessica at the Beach