CPC Wealth Management

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Phillip Owens

Phillip Owens

CFP®, MBA, RICP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Phillip Owens's website
Richard Brent Dvorak

Richard Brent Dvorak

CFP®, CRPC®, CLU®

Private Wealth Advisor

Business Financial Advisor
Visit Richard Brent Dvorak's website

Team

Joanne Bethea

Joanne Bethea

Registered Client Service Associate,

Client Relationship Specialist
Adam J. Badeaux

Adam J. Badeaux

Registered Practice Associate,

Financial Planning Specialist
Kelly C. Roy

Kelly C. Roy

Client Service Specialist,

Client Relationship Specialist
Sandie R. Almaraz

Sandie R. Almaraz

Client Service Coordinator

Athena Squyres

Athena Squyres

Registered Client Service Associate