Irvine, CA

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We are committed to providing industry leading products, service and support through exceptional people. We stay current with today’s changing products, trends and regulations, providing the latest information through our highly trained experts, available to support and assist you with services to build your business.

At CPS Irvine, we take pride in our ability to provide seamless, personalized back office support and services. Operating as a virtual extension of your office, we will empower you to streamline your business for success. From 24-hour turnaround proposal services and point-of-sale support, to advanced case design and management, our team of experienced professionals is always ready to assist. Rely on us for no-nonsense recommendations, objective analysis, sound strategies, industry insights, candid opinions and smart solutions. Expertise, efficiency and responsiveness are all part of our commitment to excellence and to you.

Rely on our resources for expert guidance in:

• Asset Maximization
• Estate Planning
• Marketing
• Underwriting
• Wealth Transfer

Each of our product lines is supported by designated specialists so you can always get your questions answered.

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