CSP Financial Group, LLC is an independent financial firm offering retirement and tax strategies to individuals, families and small business owners. Their passion for providing ongoing financial education, and a commitment to building long term partnerships with their clients, made them a leader in developing wealth strategies.
Founders of CSP Financial Group, LLC, Charles and Sophal Pettit, both realized at an early age that the average person doesn’t always understand their finances or the inner workings of investments. With a desire to educate others and help them pursue their individual goals, they entered the financial services industry.
Over the years, Charles and Sophal discovered that as independent financial advisors they could provide more objective advice and access to a wider range of investment services and products, to their expanding client base.
With over 41 years of combined experience in the financial services industry, their commitment to ongoing education and helping others invest more wisely led them to create CSP Financial Group, LLC.
Through dynamic educational events across the country, interactive webinars, and a growing network of financial advisors, they work to demystify the sometimes confusing aspects of financial and tax strategies for investors of all ages.
The goal at CSP Financial Group is simple: We seek to work with clients through the generations to light the way to a successful retirement and a lasting legacy. Your future has never been brighter.