CSP FINANCIAL - Key Persons

Brittany Cunningham

Job Titles:
  • Life Insurance & Living Benefits Advisor

Charles Pettit - CCO, Founder

Job Titles:
  • CCO
  • Co - Founder

Charlize Pettit

Job Titles:
  • Administrator & Creative Design Coordinator

Craig Tompkins

Job Titles:
  • Investment Advisor
  • Representative

Dominica Valdivieso

Job Titles:
  • Client Care Specialist

Douglas Miller

Job Titles:
  • Investment Advisor
  • Representative

Felicia Gopaul

Job Titles:
  • Investment Advisor
  • Representative

Frank L. Williams

Job Titles:
  • Life Insurance & Living Benefits Advisor

George Henderson

Job Titles:
  • Life Insurance & Living Benefits Advisor

Hayden Santos

Job Titles:
  • Investment Advisor
  • Representative

Henry Luong

Job Titles:
  • Investment Advisor
  • Representative

Jacqueline French

Job Titles:
  • Investment Advisor
  • Representative

James Anderson

Job Titles:
  • Investment Advisor
  • Representative

Joel Coleman

Job Titles:
  • Life Insurance & Living Benefits Advisor

John Cornillez

Job Titles:
  • Life Insurance & Living Benefits Advisor

Kai Jacobs

Job Titles:
  • Investment Advisor
  • Representative

Kathryn Smith

Job Titles:
  • Estate Planning Coordinator

Kim Trinh

Job Titles:
  • Investment Advisor
  • Representative

Leana Witmer

Job Titles:
  • Marketing Manager

Mandi Hering

Job Titles:
  • Investment Advisor
  • Representative

Marcella Mollon-Williams

Job Titles:
  • Behavioral Financial Advisor

Mark A. Flanagan

Job Titles:
  • Investment Advisor
  • Representative

Mark Mollon

Job Titles:
  • Investment Advisor
  • Representative

Matson Money

Job Titles:
  • AXOS Advisor Services

Mike Poole

Job Titles:
  • Investment Advisor
  • Representative

Monica Boulter

Job Titles:
  • Investment Advisor
  • Representative

Nick Der

Job Titles:
  • Investment Advisor
  • Representative

Richard P. Pernell

Job Titles:
  • Life Insurance & Living Benefits Advisor

Sophal Pettit - COO, Founder

Job Titles:
  • Co - Founder
  • COO
  • Owners

Tonya White

Job Titles:
  • Investment Advisor
  • Representative

Travis Eiklor

Job Titles:
  • Investment Advisor
  • Representative

Truman Price

Job Titles:
  • Investment Advisor
  • Representative

Urenna Okoye

Job Titles:
  • Investment Advisor
  • Representative